ClassMgr 5 Demo Manual
Contents
1. iS Ain Pas Stdn Y fun can mztion JM E Tie GUL Yen Dee Slide Clr Furl Tous ni BOSTON GYMNASTICS ACADEMY 460 Mzsszchustza Avenue Boton 21775 i517 SOS 2000 Chr nt sate Mech Y ear Month Y cam Nam e Ace 9727 Arromnt iiras 4pte i Account City Dear e Ace 5 zz Tirst Mame My reason far waiting you is to intra you to the programs offered tz Socton Gymnastic Academy we Lave bee in bug zse uw Lic ower six y cats and hav paned acey acon as one ol uym un the naum Cur exce ez reaching has cell ectivelv nive than experience n teaching all levels 32 gymnast 73 Soudy yours Pai 11 NU APL E Figure 3 13 Calendar The calendar function allows you to display or print in a 30 day calendar class information by month program or instructor To view or print the calendar select the Calendar cion on the tool bar Figure 3 14 Edi soot cos vardo Hob DECEMBER 2002 day Y 4 Feo ww ma One deu bn di Wh Prog ha FU LLU Y une 96 ILLU ew hew ds rr Mya Wee DE bydi the d Ah Ai Na 1 n02. m An if EW Ee cna Al cT AN use nnl Many d Curr calhar Hakk B Sell Laa 335 Sex 3423 290 129 F Eles e Un1 emule kd 7d hend dzy r Sy Cugonl 6 2 2003 Inus arte AcorProg H am Reyr atare Rey Fee Mule Sad me Tod Prorom ano cd 2 202 DD AM 4180 07 Ira An Pins er ne 14 gt T AMZ Llu Figure 2 5 3 After you have entered the new student s name informa tion click Save and then double click on Student Name in the Registration subform window This will display a new registration form Figure 2 6 view After entering the infor mation click the Save button 1 5 Hegiskratian S ER dee qp Pog 219 Holen rm Stadin Many t acen FdedTo 0 TESS Ch E Clesedz D Pichaz o 2 lem 1280 07 Frzralc Fey Jal EE 22072 m Ihzr 07 MEMO aa a jm E E ee iw 0 3zte 200002 E w Fir id 3ste 20900 02 Be Availabla Clagzez 22 regar tags Ezezien Echzdole xa di Hez Boye 10 7 Bag ez T4200 dla Frankal Chae lead in E Bay 102 E R Fal ad Si Lhze le ad nz Il
3. roz FE ac Love bass 5 21031 57 Hr uri Thee 1418 Bey heer ezding I 711 T8 iri aran 43 I8 ul an an di an lu a mn hil x 161232 dec P wy Heg Fibra j Beg Yh om E bd al 9 00 Apr Ruan Bellen 30 band Gare au Tu mon hr dia ku dmi Ffr ld am mei Th 9 00 apr Ani oil ips 11230 51 Many Tu 1100 A1 Man Soc ar rama Foil ips Purr bt mm II IL o BEP Selling Products Charging For Products Sold 1 From the Student form view double click on the heading Product in the Product Sale subform window 2 This will then display the Product Sale form view Figure 2 11 Product Sale Es E eiu a Et ut v ceri inen Pl r y ack en Del 703 rt Hama Datcription Bet FIT Black oyn bey wil Boo Gyn lou ce it dzy Eiithdau ih 15 questa 15 tada 42d child Dok shan ernmher Ta hatip ME 18 Gilt Serf ozta 6 nero 1 la k F cv nsn i nmneeshesln laned packt na A 797 11 Ja helL rizd vzrs valh Buoni Er cucu 12 Jazkzte L nlpied Unite jackets wilh Boston 23 3 Loolad mole L nzzkcve net ocbynd ended Lot
4. Same 3 s 4th Dimensinn La dnnager E P Eie Seke Toll Windes ddp 8 ACCOUNT REPORT Bat Sr ra E EEE nen Titans Address mo JEIJDGES Huw Pa Sa are arena Caen ae a VUA LO eren laenerk Cpen len Zia cmenk Cpen Icn W zb Al nd el Evalia o s List zf Amis Duz Hau Uaec save lempkte Dore Figure 3 4 Choice List Throughout ClassManager you will find a number of Choice List that the user can tab into or click on to make a selection 1 Referred By Status Interest on the Account Form and School Session and Status on the Student Form If you wish to change the choices just click on the Menu Bar File gt Ad ministration gt List Editor This will cause the List Editor to be displayed where you may add delete or insert your own entries Figure 3 5 Page 38 Formula List Editor AE List Items Export Import 2 a Transportation Distance Unknown Patent ta a different program Child too young Tranter to new CGA class Finances Figure 3 5 Global Updates of Records In many cases it is necessary to make global changes to a table such as changing 1 500 records from one status to another 1 e changing records that have a condition of active to inactive This type of mass change can
5. 8 Technical SPP a 8 E Mail Addresses iii 8 A Word About This Demo sa ana ae 8 Installing The Demo OS System Configurations u a 10 Memory Required tin 10 Montor Selunss nono 10 What Is In The Package zii or E te us 10 Installation T ni 11 On cr cn ii tes 11 Quick Tour Accessing C lass Mama cer nee 14 Loss ine Inneren 14 Table Selection 14 Moving Between Tables une 15 VIS WINS ACCOUNTS cos a sab RS 15 ee eek 16 Add ns RESIS AlIONS ni Ei 17 Prorauno Class Pers a GAN nw da Cen et 18 Charging Registration 18 Transfering Registrations esses 19 Trial Classes Waiting Taste iaa 20 Ch rsing For Products ee 21 Add ns 22 DIdLe DE IS DR YH 23 Pa Near 25 eek 26 Quick od A na 27 Biss 28 Dritte ORE D Le E Lu RA Dam es 20 CUCA velat a 30 Chapter 3 Chapter 4 Price List SOM EA OT EINEN DUI FN NF FFAWD 31 32 ies 33 Additional Features Administrator eso e t 36 Automatic Zip Code Lookup senes 36 Label Editor Gies les 36 SuperReport aaa 36 Choice Litio odo dead tas eel 38 Global Updates ie 39 SELID TE 40 Email ddo 42 SpelliCheckine
6. Taid FaM Ik ul 11 ST 1 I I re e Gg o b i a i Y mm TT wh wv Iv Te ALI ATA NE EM LL l4 ALS Ir a um bn ana u XO du hh Dora mali rl I 1 mr apo m Figure 2 15 4 After statements have been distributed you will next need to enter payments into ClassManager Page 24 Payments Entering Payments 1 Payments are entered into ClassManager by clicking Payment on the palette and then by clicking the Add Record icon on the tool bar when the Payment List View 1s presented 2 Payments may be entered either as a single entry or in a batch mode by entering dozens of payments at a time Fig ure 2 17 Payment Pee lI wel John Me hod Zwezted 22 010 adkae iz Chacko TIA Teck Dae 312202 Pe AS 1280 07 applied m Motca M Chee leal n ll Sleil 172174107 ER Bl ul 1111 Casada neo TANTAS Aang B l a hy ANA 054702 neg Bam Snccth rt Trek 041 00 Z E 11 00 Figure 2 17 3 As payments are recorded through the Payment Form the Account records will be updated as will the Accounts Receiv able report and the Balance field that appears on the Account Form View 4 To print out t
7. OG 42 Quick Report Editor nee de ae 43 Word Proces les ssec 44 Calendar eec dese o eb 45 Iinpottmb diea bodie ana 46 SPC ACSC seme vates 46 Duplicate Cheekins uote ot etae e bdo 4 Example RODOS is 48 Creating A New Data File Creating A New Data Flle 51 MAIS eU s 32 NOE 54 PHCIHO E EA O 56 4 Preface _ UY Page 5 About ClassMan ClassManager is a full featured class management system designed to perform the core business functions necessary to run a successful class based organization Data within Class Manager is maintained in thirteen main data tables 1 Account account or individual information including address 1 address 2 city state zip phone numbers referral source previous enrolled status interest balance due related notes created and modified dates etc 2 Student information about the student registrant 1 e Name age reg fee expiration date program interest school student notes recorded at the time of registration etc 3 Instructor names and specific addresses of instructors Used by the application in setting up classes as well as prepar ing calendars of all upcoming classes 5 Program this table 15 used to store information regarding the different programs that are established at a school 6 Class all relevant information about classes practices 1 e dates
8. Chage Fey zliati Feet d Cas FazqLaz Availabe esan liaa ezi ES hall cot i ar 120 00 hee eedi y Sa 9 00 Rich am 230 00 hcer drag ll Fr d FR Band Lar FU fer U PERI TIE zr 018 Er ers Tu TIDO ar P E pU 125 00 Wad Ffr An F il ip 7 n 40 00 Ana 78 70 2 o 420 00 10 tiem 5 dom ty Z 2 1 aren 17 18 hl M an Soc el Then ah Fall mi Atr Ru Fia 2 Figure 2 7 7 Ifa reg fee is to be charged it will appear on the state ment along with the fee for the selected class and the product charges for any products that have been purchased 8 You have now created an Account and Student record reg istered a student and charged the annual reg fee Later you will sell a product to a student Page 18 Moving Students Figure 2 8 Figure 2 9 Transfering Students 1 common requirement in any school is to move students who have already been registered in a class to another class ClassManager performs this complex process very easily To move a student double click on an existing registration record as it appears in a registration subform window on a student form view This will cause the registration r
9. ClassManager Demo Manual SOFTWARE LICENSE AGREEMENT LICENSE TERMINATION LIMITED WAR RANTY AND DISCLAIMER ClassManager 2000 Atlantic Associates All rights reserved Atlantic Associates grants you a non exclusive license to use this copy of the program and accompanying materials according to the following terms You may a use this program on only one computer at a time b make one 1 copy of the program in machine readable form solely for backup purposes provided that you reproduce all proprietary notices on the COpy c physically transfer the program from one computer to another provided that the program is used on only one computer at a time and d transfer the program onto a hard disk only for use as described above pro vided that you can immediately prove ownership of the original diskettes You may not a use the program in a network unless you pay for a separate license for each terminal or workstation from which the program will be accessed b modify translate reverse engineer decompile disassemble create deriva tive works based on or copy except for the backup copy the program or accompanying materials c rent transfer or grant any rights in the program in any form or accom panying materials to any person or corporation without the prior written consent of Atlantic Associates which if given is subject to the conferee s consent to the terms and conditions of this
10. El gt T eld wert A nd E T 1 an Fleas notethatin serdar o 27e3erve chilcr in clase you mat tell us uo laler ba di z Then sauer SSE PzgzJ E Ling 5 cd 8 lechen Lie nme H n ene Figure 3 10 Spell Checking All of the note boxes that appear in ClassManager on the Account Student Class Instructor Product Payment windows etc make use of an automatic spell checker which will appear if the spell checker detects that a word has been incorrectly spelled The spell checker works like any checker found in a word processor and can be dismissed by clicking the Done button Par mb y TEL uires O lo 119 I bring 1 mirin a Ind ur Ihi ir Oy 0 DE li ig Ll gt l dB Lag ACTBPIHE PT TA RIO A Te NPR Page 42 Quick Report Editor 1 The Quick Report Editor is a powerful tool that allows the user to create custom reports Figure 3 12 Using the Quick Report Editor a user can report across table relations and thus create any possible combination of reports An example of the use of the Quick Report Editor might be to search for all accounts in your general area whose children are in the 2 to 10 year old ag
11. ram n a Pay DA CIELO Pt VM HE Pt shew Wa vos dA PM Twain boo 4 ym Se Min s 1 i m y del i Poy A EANA X0 Ad One ag ICX 0 Shear Mio e A framben 103 At eM anm CEU AM Ans n T o de Wyr PM Press I Figure 3 14 Page 45 Import Editor Spreadsheet 1 Importing Exporting Data ClassManager imports database information using the Import Editor This should only be performed by the Data base Administrator since the potential exist for overwriting of existing information The ClassManager Import Editor is easy to use and imports data rapidly rks E Com E ie Hezdzr I Coirics Bs Fa Inzo l Tzbe FI CACM 5 0 Cu iM at elu ni F 2 AccountNo Bono t First Mame E A Last Mame Fie u d wort Prove i 2 mall f pznz 2 2 4 Fis Name Craic Table alal ri wen d Accwnt Acistha e 7 A astha e 7 Awak H T Dad ist T Aad ast Ivy Stcinhc Sraith Jahr Joborn Lcx 80757361529 8EJ EGUISO 60573604502 Tracy Trisp Bea carina 8027362348 16853 Monica Amczguita 8055901575 57 Lane Remo O Veronica 23 EST 805 5865320 SOY Eoczohazor 5073671718 Koc ssha sor Boss English 29 3 Robin Jahr son Figure 3 15 In ad
12. Creating Visual Reports 1 The Chart Editor can be accessed from any List View by clicking on the Chart Icon on the tool bar i Chart Manager Print Account Reports Available Reports Report Name Report Dezeeription Accounts Status Charts the distribution of Accounts al Accounts from different towns Cancel Email _ Preview Figure 2 25 Page 31 The Chart Wizard allows you to select a chart type and to prepare two dimensional charts To Display a Chart 1 Go to the palette and click Student and then on the menu bar click the Tools gt Special Functions gt Chart Editor 2 Select Chart Editor from the displayed print list 3 After the Chart Editor appears click on the far left School Student This will display the Chart Wizard Figure 2 25 Click on the Pie Chart and then on the Data Selection Tab Next select Student from the pop up list and double click Program and Counter from the list and click OK 4 Select Chart on the tool bar and then Values gt Position gt Outside Display gt Category amp Percent click OK PE Pal 7 mI E url rd ha PROSRAH DISTE IDUTICH aM Y n y Em A Figure 2 20 5 To create additonal charts remember to first click on the item you wish to have charted i e Sex School City Status Interest Class Payment Type Referral Source Pay Method etc and then
13. rel PL Hora l ha Cae am ark I n a h ndTOau 2 Al cm r d 11 2 1 Cleo AlL dias T Hei ad me A A TA ER X Dom im a Partes e V Ea Lie care ara Wy EI our Llar ul 7 7 Tice Email 272 Er E gt 1 Lu r PP L 7 1 ra 1 I HMI HE PA 20 777 Creale Moda ere cas Cost am Membre Exp DL k rst Name as uri Lat xa Prod ocr aus c Ae 1 1 1 I ESSAN Ma m uva Hay llaur Fl e be 1 st ne Lila Hui Ae LA cd D P ri abl Ike ah arat s Lo mam a zu 3 24 le 4 AT zu anu Page 50 Chapter 4 Creating A New Data File Page 51 Creating Your Own Data File Open Data File If you have not done so we highly recommend that you familiarize yourself with ClassManager by going through Chapter 2 Quick Tour before creating your own data file Before creating your own data file experiment using the demo data and at least some of the functions in ClassMan ager A new data file can only be created while launching Class Manager Note To prevent accidental entry of live data into the de
14. Log In Dia log Table Selec tion Palette To start ClassManager 1 Double click the ClassManager 5 0 shortcut on the desk top of the PC On the Mac double click the CM 5 0comp icon This loads the program and sample data The first object that will appear 1s a Password dialog screen as depicted below Figure 2 1 Password Password User Mame administrator Password seres Gees 1 Enter administrator in the User Name field 2 Enter admin in the Password field and click Connect 3 ClassManager will then display the Table Selection Palette Figure 2 2 4 Click once on any of the tables on the palette and a List View of the selected table will be displayed Figure 2 1 Registration Product Sale Figure 2 2 Page 14 Moving tween Files Moving Between Tables ClassManager offers several ways to move between tables and view data i e clicking on the palette using File gt Open Table on the menu bar and double clicking on subform win dows Below you will find an example of one way to move to each of the tables and view all the records in each table in either list or form view Begin at the palette of ClassMan ager To View a List of All Accounts 1 Click on Account on the palette 2 You should now be viewing the List View of all the Accounts in the demo file The Window title should have changed to Account 12 of 12 Figure 2 3 es Account 14 a
15. data created with this demo is limited to a maximum of twenty Account records The purpose of this demo is to give you an overview of the capabilities of Class Manager It does not cover all features Please explore other areas of the program that are not covered Page 8 Chapter 1 Installing The Demo Page 9 OS System Configu rations Memory Required Monitor Settings What is in the Package Class Manager will run on computers configured with the Windows 98 2000 and XP operating systems with a mini mum of a Pentium III processor ClassManager also runs on all Macintosh OS computers with a minimum of a Pow erPC processor Both PC and Macintosh computers should have a minimum of 256 Megabytes of Random Access Memory RAM Class Manager is preconfigured to utilize 64 Megabytes of Note Allocating more memory to ClassManager will enhance program performance Users with Monitors Preference set to Millions Thousands of colors are advised to change the Control Panel Monitor Preference setting to 256 colors otherwise they must allocate additional memory to ClassManager Please set your monitor on the PC to 800 by 600 pixels by going to Start gt Settings gt Control Panel gt Display gt Settings On the Mac select Control Panels gt Monitors amp Sound and do the same This will allow ClassManager display its Table Selection Palette to the right of the windows that wil
16. 0 0007 20900 02 15 2000 02 nae ge 20 00 07 Dave 17 20400 02 e 18 20820 02 Mal af Paen TEI na uz MANI na Hr Led 22 24 25 2000407 28 2000407 27 20400407 Dare 20 20400202 29 20 0002 pace 200002 So n bell o sach O E guto Fegitrztion Fzoz vrs A ho Rola al 14 7 2j Ye de Hu Tra Cases E ho Solo aw 6 22 Wi E m hly abs absence Eral mei ancora Figure 3 6 System Setup BEE A Elm MA ELES Y LUN REGISTRATION SEI TP HI DATI In Das n HE MTS MEER DA HUI GEL Deo 2 11 2 2008 w ros SESS Ch 2 11 7200 icz500 ESS Ch 1 13 2073 m zESS Ch ieu wl ES5 Ch 50872003 Pe w zESS Ch nid nc un w lt 55 Ch 00 7000 o2 00 20 ES5 Ch mz nam FESS Ck 8 02000 e EC RTT 00 2000 ao FF ESS Ch 11 0 000 Fe t SEIN 7 wong 00 20 w Euler Figure 3 7 pee Page 40 Note that ClassManager allows you the options of billing on a session and monthly basis at the same time 1 e classes on a 12 week session basis and teams on a monthly basis ClassManager can also b
17. 111 it m FI TL bow Lad Fitness Tc I bio Ti Bag 165 1 00 Ste dert Fu g 17 Hi wield tal ind FP A m Fh lli r Ince du zb or te vm Int 157 T4200 Sedat Mamma Hog b Pa UU 63 Ph lie Todd ar 1 12 12 It TIDO 5 2d la Frankal la I Figure 2 6 Page 17 Prorating Class Fees Charging Membership Fees 4 Double click on an class from the list displayed at the bot tom of the screen and observe how the selected class informa tion auto fills the student registration record Note The Re Register check box is used at the end of each billing cycle to determine if the student should be automati cally registered in the next upcoming period This feature allow for the one button reregistering of all students by using the Tools gt Special Functions gt Roll Over Sessions feature 5 Ifthe student is being registered after classes have started click the Prorate button and the class fee will be recalculated 6 After clicking the Save button the system will check if the student has an active reg fee record If not it will present a dialog box Figure 2 7 that will ask 1f a reg fee should be charged ki kecisirotion pm d 4 A 2 cm dm aroman T4 ER HAMAS r tb aden Tli Account Meelszn Handeln S udont Pu a E eso Folkd To Gill 1o ram SESSION hilp 2
18. Fl gt i 12 30 PH wa 10 02 ed Figure 2 12 2 Enter in information for a new instructor Note that this in formation will be used later in the Class Table where you will use a popup list to assign instructors to teach different classes 3 The instructor information will also be used by the applica tion in the Registration form when you select classes You will see the program name day time place availability etc of the class as well as the name of the instructor who will be teaching the class 4 Additionally this information will be used by the Class Calendar that can show calendars of classes broken down by instructor program date etc 5 Using the Instructor information it is also possible to prepare reports with the Report and Quick Report Editors that shows the student body reported by Instructor This can be most valuable when determining the attrition rate of students based on assigned instructor Page 22 Billing Printing Statements 1 Printing statements can be performed immediately after creating a billable item or they can be produced in a batch mode at the end of the day week month session etc Click Account on the palette then click amd highlight the Janice Adams account Now from the menu bar at the top of the screen click Select gt Show Subset This will change the selection of records to only that of the Adams account 2 Click the Print icon on the tool bar and when the Report Manager dialo
19. al Name p Reze k At ral I hin C 1 AL ri ic A Da lrt hae Expunl 2 decli ri Dac asl Herne 11 Records o x S 2005 Erpzit A wat nam EU At ast ham ar Acn at mi Ad vt m mme Beal law 9745445544 MCcupu han E_luun Au Tea 6172344233 ABechos Paul Jal 6173442243 LuvuyaumaL ETT uu 6022332323 mf Paul cAmge___ ___Pulurlsa G7todd z2dD uu Figure 3 1 lil Passwords 3 Users e 3 Designer EAEE Level 1 Group 9 Sandra Adams E 33 Level 2 Group i 9 Tom Adams Edit User User Name sandra Adams Password Startup Method Number of users lo Date last used 00 00 00 User Must Change Password At Next Login User Cannot Change Password Password Never Expires Account Disabled AX Cancel th ok Figure 3 2 Page 37 Label Figure SuperReport E 5 45 Lahel nint Label wd n coc 3 5 ee ES 5 a a a SERERE RE eH y 1771 Pam 2 al eo liternunrlArd reas Argen mat Ber vun A Ae 0 b usb Hame FE edlas t E AY ES eo cc Sac Tas Luk p egin 7rder or F irg wizh B oon iN Fil Tm ee la Fors Ho Four IusEhral er
20. ar rm Mar Page 47 EXAMPLE REPORTS LLE TL ALA a Y TCA d 117 TES LIST 32H a LL be EE UL 3101 CAIL Tr FWLLITHITI bi Laaf 4 EHFHLLFEIIS hETIYIF LEMA FD Hibik 2n ERLI IEI F W4Hr FREIEM TIETE FT Mar Prt Ahsi rd cab Door fe 1 p Tu ed EUW JEDDDOUJDDJDDOL mn a 2 i maiz ELDDDOJDODDOLD lvoe is E dae AAA TA TT OT tu Jura eut Us O TOAAATATTATE Cl esa PIO iN El ends Y mmi 6 mm Em mr hv Le i la s LIF a IL dr Jia THa PA To 1 ER i rh i 1 47505 is Lea lada LIHI Da I THALU A n Ea nu Het m a I l roa nag sk dr Lo Ju IH dar Jia From gu de A epa fa fan IH Sal o FI L 1 Aal Pom L PWY Jj nr le ranau vlt gfir rr 11 1 Tru T mm o nm Eg E ma al du Van Art LIE1TTrE LUE nr CLASS REX EH E HEFUHI Q Frumr m Fa Prt 7 7 Lilia rh Pi camis rds mir M ELI l mh lenin Page 48 cr RACE Frumm l kaar Fila Pas mr p
21. be accomplished by using the Modify Record feature Figure 3 6 Like the Quick Report and SuperReport Editors the Apply Formula Editor can make use of the 4D language thereby greatly extending the power of this editor to modify data tables in many differ ent ways Records Field Mew Value Apply Formula Cancel Help Figure 3 6 Page 39 System Setup One of the first tasks you will have after installing ClassMan ager is to setup the application to meet the specific business rules that you have established for you school To see how this is done in ClassManager select File gt Open Table gt Set Up and review the System Setup Figures 3 6 3 10 that has been established for the demo school Remember to click the Next Record icon to see page two through five System setup ES WI 9 SYSTEM SET UP Al FO val he i r Samen mriw 1n Aa ale He Dale il bs billed zn annual des 25 07 cn rl lu wne PIO put Dolas rr A nus per awuk r verol za 10 02 Dole dezon 2 pel account in moth MO CLASS DATES Dates 2 201403 Dawen 25431403 270403 290207 Dees 1 426403 sae 1223 02 Later 1324207 pares 122507 bare u 1226 02 qu 12727 01 ma e t 7 0204 rz 20400202 Date 2
22. click Counter 6 The Chart Editor can be used to chart literally hundreds of different business situations and can produce results that are easier to understand that regular numeric reports Page 32 Reports 1 Throughout ClassManager you will find reports that are attached to the form and list view of the various tables or can be accessed from the SuperReport or Ouick Editor Some of these reports Acount Report Aged Accounts Student Report Instructor Report Payment Report Class Report Class Lists Class List w Balances Class Openings Report Class Revenue Report Revenue Category Report Product Reports Product Sales Report Program Report Bank Deposit Report Birthday Report Class Income Report Class Loading Report Credit Report Statement Report Membership Report Statements Reg Fee Revenue Picture Class List Scheduling Report Attendance Report Waiting List Report Instructor Schedule Drop Report Transfer Report Monthly Calendar Class Calendar Instructor Calendar Program Calendar Labels 3x 10 Instructor Efficiency Duplicate Report USAG Member Report Page 33 34 Chapter 3 Additional Features Page 35 Additional Features In this chapter we will briefly outline some of the additional features you will find in ClassManager Explore these fea tures on your own or call Technical Support for more details Administrative Tasks Administrative
23. dition to the above discussed techniques for searching and reporting on data in ClassManager the application can also have a built in spreadsheet Click on Payment on the menu bar and then click the Spreadsheet icon Lei 40 Cols 18 Fila Edit Cells General Database HTFF WFR SF RIH Figure 3 16 46 Duplicate Checking One of the major objectives for any database system is to maintain a clean database free of duplicate records Often this 1s very hard to do 1f records are imported from an outside source When records are imported it is often necessary to dedup the target file after the records have been brought in through the use of a special duplicate checking procedure This capability is provided in ClassManager through select ing on the menu bar Tools gt Special FunctionS gt Find Duplicates Figure 3 17 The result of running this routine is a list of duplicate records that can be selectively deleted so as to purge the database of unwanted duplicates Figure 3 18 peral 12 ord Process ureagdshert Blea inr Calendar Dirdiday Dn arn hor c E Pura Dnplicaces HLEPL Dan gt Eh I u Apr nur br Im E TIU P VAT dn Mg m SF TUR Be gene IL ELI JE 22 v
24. e Table Selection dialog to establish your school s Programs then double click on the Classes subform window in Program to establish the dates and times of the classes 3 You can now select the Account item on the palette and choose Add Record to begin entering your own information Congratulations You have now completed the minimum steps for creating a working ClassManager Data File Page 53 NOTES Page 54 NOTES Page 55 ClassManager Price List Product Demonstration Kit Single User ClassManager Single User System Multi User ClassManager 2 User System ClassManager 3 User System ClassManager 4 User System ClassManager 5 User System ClassManager 6 User System Options CM Word Processor per license CM SpreadSheet per license Customization Services Support First 30 days is included in the purchase price Basic Monthly Support Unlimited phone amp email support Single User per license Multi User per license Comprehensive Monthly Support Includes unlimited support amp all upgrades Single User per license Multi User license 1 995 2 995 3 995 4 995 9 995 6 995 295 295 Per Quote 85 65 125 85 Prices are effective January 1 2002 and are subject to change without notice All prices are quoted in US dollars Sales taxes will be added for all states and provinces where they are in effect Reauires the separate purchase of the 4D Serve
25. e bracket The Quick Editor would then print a listing of these accounts 2 To create this report go to the Account List View select all records by clicking Edit and Select All on the Menu Bar and select Query at the top of the List View screen 3 Once in the Find dialog click Detail to bring up the Query Editor In the Query Editor click on the Available fields Popup and select Student Now click DOB is is greater than or equal to and enter the value 01 01 90 Click below on Add Line and then enter again DOB is less than or equal to and enter the value 01 01 96 Click Query and the search result of nine accounts with children of the searched for age will appear 4 Next on the tool bar click the Quick Report icon Once in the Quick Report Editor drag First Name Last Name Ad dress Apt City State Zip Home Phone and Emerg Phone to the top of the report screen Click on the menu bar File gt Header amp Footers and enter in the Center Header box the title Account Report 5 Click OK to return to the Quick Report Editor Now click File gt Print from the menu bar in order to print out your report 6 If you wish you can sort on various fields in the report by first highlighting a field column and then by clicking the Sort check box in the Column area at the top of the editor There are many other capabilites that the Quick Report Editor has which are explained in detail in the User Manual that comes with ClassManager Pa
26. e configured to bill on an hourly basis Figure 3 9 If the hourly system 1s used you cannot use the Session or Monthly systems Lastly see Figure 3 10 This entry form is used to enter information about you school which will appear at the top of the invoice form System Setup BS EIE TRE SE BIOS TIILY REGISTRATION SCT UP HAI MIE IAU IH I AA 8101 EA E TI IMEI 11 2202 _ 22003 C vos JOHTA 2 MGE PEI O Yes Hu OPT EHEHE 30083 maz ONT ane MEE Ho ONT AE AE OMT sle h Hed Hn OMT 4 Felen ll 7308 Ma DHT ol n CAN oe ee ge SO 922002003 Mu EC Ir 2003 23172023 i AONT 1 11 2003 HEE D HEIN II 1 qw 22003 53172023 Enter Figure 3 8 dem Setup ETE E3 em xi dh ll dm HOURLY RATE BASED TITLE 5YSTEM Use rale baeed Luilion 300 10 00 mm 100 A 3200 mm Figure 3 9 Page 41 Email Email can be access in ClassManager by clicking on the enve lope icon on the menu bar on the Account list view and input form If you select multiple accounts 1 e 300 accounts all 300 accounts will receive an individual email Nes Mess 15 Eels due ME SESSION RES 5 moe gt T 3 E Pie ee Peat ple obs Paragraph Comat ons nj Normal res how Honzn hz OE
27. ecord to be displayed Figure 2 8 Next click on the Transfer button on the top of the window Figure 2 9 Repsdrniinn SS 7 Rold Fon 19 Sud eni Serve dude EG Frogpenr Fug zu i SESSION Calon 1 o o o oo Clars riau lu TE Philip 2 Jsylde TA sy HD rau Rum de Fer ST HH DrzpEaz latas Iegihiwlien 1 Rezac 5 n e Fam Talj sur m abendance bele wed Ho 13 2002 Wed Hoy 0 CC wad How 27 LE Wed Der Ae wad 11 2008 wed 18 2000 ee WM 6 0 9 TW EUR EEE 30 Fion Ziyzert Finlzd To gt s Fragan Bun Shor Fahe an len nae Lewm tesan Bench Mamo Abby an edule SHE 11 10 Leg Ix hesr sadna Hen Im 15 Thess fer T E Zt Prog 5 r it Prog nircduzt on de Gum 5 5 je Tocdler T arer 12 10 ube 1000 i 4 Tr AM Fo Fo FS FS FO Fo ue 1230 Mor leo Y Piles Bez 20 T AM Xr dris Franks 2 new display will appear over the registration record which will allow you to select the class that the student will be transferred to Double click on the desired class and then click OK This will cause the previously selected class to be changed Also the student will now be removed
28. f Fancy can got mco che Beginning Epia lu Leyr 872302 PH Caled tc Sen and 29059 zu Mares nho Gillz 8 Fi gau F afzmzd By or ol Ma Ah lacus Prospect i L Ter tz Hu Iri ssl Llas Prez Fey 4_ Baa ce 1150 Ene y Sue Lur u 3 is Hanz L Name DOB lack en 3 23 90 12 5 Figure 2 4 To Add a Student Record 1 If still in the above account record click once in the Students subform window and then double click on First Name in the subform window This will move you from the Account Table to the Student Table and allow you to enter a new student in the Student Form View 2 This screen can be repeated for adding additional students to the same account Double clicking on First Name from the Account form view produces a blank Student form that can be used to enter data about a new student The Student form view Figure 2 5 consists of three sections a General Student Information b Student Notes c Registration and Product Sales subform windows Exercise Enter a new Account Name Address City State Zip Phone Numbers etc by clicking New from the Account List Page 16 Adding Reg istrations 2 Double click in the Student Subform Window on the Ac count form to create a new student record This will cause a new student record to be automatically created Figure 2 5 Student ETE ES pum n JA Y 1 3 c
29. features Using Quick Find 1 If not already there go back to the Student List View 2 Click the Query icon on the tool bar at the top of the screen 3 This will cause the Quick Find dialog to appear Figure 2 20 4 Enter Mod and click the Query button Quick find searches only one table at a time and is meant for rapid single table type searches Also you do not have to put in the complete name of a field it will find all values beginning with 2 Value Fields to Query M StudentMo Last Name M Last Name First Name Detail Cancel Query in selection Query Figure 2 20 Page 27 Search Using the Query Editor 1 The Query Editor Figure 2 21 is meant for more complex gueries than can be performed with Ouick Find It has the advantage of being able to search across tables 1 e from Ac count to Student so that many different types of gueries can be performed For this example we want to find all of the students attending the Lafayette school 2 Select Student on the palette and then click the Query icon at the top of the screen and when the Ouick Find editor ap pears select the Detail button 3 Scroll down the list of Available fields until School ap pears and then click on School Next click is egual to in the Comparisons list and below in Value enter Lafayette as the school name Click Ouery to perform the guery 4 The Ouery Editor will now find all st
30. from the previous class list and will be placed on the new class list that the student has been moved to and the class counts and class lists will be updated as appropriate 3 If the new class has a different class fee than the previous class the necessary financial changes will be posted to the ac count as either a credit or debit entry Trial Waiting Lists 1 When a class has reached the maximum amout of student allowed such as 12 students per class in the demo database table ClassManager will allow you to continue to register students in the class however they will be entered as Waiting List students This means that though their name will appear on the individual Waiting List Reports no financial charges will be recorded in the database Once a place opens up as a result of either a student dropping a class or through a transfer you may then go to the Waiting List registration record and click on the Register button at the top of the screen to change the registration to a regular registration which will cause fees to be charged kecisirotion pam RM er 1 ck 1 poi mwn lli E I3 Sl d m ts s an ub den TH Account Healer rm E Sudew JernfeiJorneon FalkdTo Fogir wzd con o3 o 1 SEISION chon 157 t gt ET Zloce l 2 Das 14 20 w xd 30 0 po stane 721272002 Cer alt Reca 30 0 Eas 00 02 00 Farsa Cas UDD JU I
31. g appears Figure 2 13 select Statement Open Item and then click the Preview button to see a screen view of the Adams statement Item Figure 2 14 i Report Manager Print Account Reports Avallable Reports Report Name Report Desccription Account Report The Open Item Statement shows all unpaid tems that have been charged to an account Statement w B al Forward 4 Figure 2 13 3 To print preview or email statements just click the ap propriate button the Report Manager dialog You will be presented with the standard Print Selection dialogs Figure 2 14 where you are asked how many copies you would like and whether the printed object should be in landscape or por trait orientation Make your selections and then click OK on the PC or Print on the Mac A statement will then be printed like the one depicted below Figure 2 15 Page 23 Print Setup Printer Mame Apple Laserwriter 16 600 PS Properties Status Ready Type Apple Lasernw iter 16 600 PS Where LFT1 Comment Faper Orientation Size Letter Portrait ee Source Automatically Select bd e Landscape Cancel Figure 2 14 Ar Fi DERI UM 115 LE ALW Inm II lara Ile Saree 1 E ulu F sz dI my Eram kl Jar e Loo V aa yn aa IH 1 1 vd Te Pl h dr Fim mi Ihm nhu
32. ge 43 Quick Report Word Processor 1 Quick He port Loitor mas 25 nen und a First Hane gt Mz dif ad P 00071 z Suda udaha Suc Fisi Harris Accum jidd Arc City au Hemler Firs Parra L sl dd Ju Customized Letters ClassManager can be configured with a custom Word Pro cessor It can be very useful for printing hundreds of letters used to solicit new accounts The word processor 1s easy to use and extremely powerful To prepare a series of letters do the following 1 Click Account on the palette to display the Account Table Click on the Query icon and then Detail to select the Query Editor 2 Click Status is equal to and then enter Prospect in the value field and then click Query 3 On the menu bar select the Letters icon The Document Manager dialog will now be displayed showing preformatted letters 4 Click Membership Drive letter on the dialog and then click the Preview button to see a screen Preview of the letter 5 To print letters just click the Print button and select your appropriate printer Page 44 Word Processor Calendar s LL Din jum Rupurl Manaus tat enter cos vAndowe Heb ox a Ceren Deren T4 A Lark malin Heller a Sepa Meme Member 2 see Nass Marbar se Bele ao
33. he Payments Report go to the Payment List View Click Edit gt Select All on the menu bar and then click the Print button on the Payment List View This will bring up the Print Dialog Select Payment Detailed and then make the necessary choices on the printer dialogs that will be displayed The Payments Report will then be printed on your printer or will be printed to the screen of your monitor Figure 2 18 Remember that prior to printing you may wish to perform a search on only one month s payment 1 e May Page 25 Paga FAYMENT REPORT Feb 01 zac 110102 TO 03 0203 Pm Anar Pay Cats PA mt Fac Crack Dk P rei ant Cooper Jar 11711702 mi al De rex x BA U ern 11411412 Lack a FAL oF Roberta anna 1171 hack uua OF rp 412 00 os Jennifer 11 11 07 Check J222 De ee 214 00 Halley irn oald C himm bi a a A ue 3156 1 11511401172 Lack Em DAVA FAL hiodasto Clair 11 1102 433 08 13 03 413 00 73 Thompson nn 1111 0z Cheah 43 08 10 702 220 00 TA Eins Jahr ned a Cham hi br n d 20 00 Cheol SUBTOTAL 42 Bam 1111108 ILLA AZ 215 00 on 1171 A u 216 00 SUBTOTAL fasi ii Jahr 1141102 WE 08220002 521 00 SUBTOTAL 1531 00 TOTAL d a nae Figure 2 18 Accounts Receivable 1 If at any time you wish to see the status of a
34. iim PA lr UL rl ik TM rl sk bated Tae mern tale Ltd AA o2 nm um nh CO A e ered abe E rari pee ihre ur weh i Ful rr d a d mmm Bet 1 ET fau lirl Pr gm mb Too ipto A nt Tin 2 AIP TTS API SED 1 IE ik dalr et Flur o megnuibr ne A ern en mil lain AA 1 ma PRACHT FEF XT carl Ela PE eda rV inl JI Pes wn dp Lea hea a If I Wiki LOL Y 1 Ira d lege I n s ber b oe Far F m Firihml F m mm E lr n T M Trai ug n BELT a IR AE I a RE di Lam t 01 ZA Nis ra S 1 Ill Fu ad a Mr CH 2I Mh du mr Ikl ai NDS e FI 145 7 mu d VD a de 14 Le wr Pu a ANT VT UNT lr Eg A A Ri La rom di er N ilii I CRE ur var Doo S Lm FL EG ha 1 l d Dr mn GR rr E Ma nas 1 im 1 Mes he gem yd um nur 1 Eds fa nun JA Am 1 F 8 7 Fus Hays 1 Ihl n Fand dd Juan oe mml Fas a ir em rr Thl oT Page 49 KIFDRT An A
35. l appear when you select different tables ClassManager comes on one CD or can be downloaded from our web site at www atlantic associates com The ClassManager package contains 1 Demo Manual Version 5 0 2 Program 3 Program Datasheet Page 10 Installation Help To install ClassManager l Start your computer 2 Download the ClassManager demo application 3 On the PC double click on the SetupCM exe icon Fol low instructions as they appear 4 On the Macintosh double click on the CD disk icon and then double click on the ClassManager icon Follow in structions as they appear 5 This manual is for use by both Windows and Macintosh users The illustrated screens are identical throughout the application for both the PC and the Mac with the excep tion that the Mac has a close box at the top left part of an open window whereas Windows has its close box at the top right Other than these two differences everything else is the same in terms of how you operate ClassManager On Screen Help 1 In addition to this Demo Manual there is an on screen help system built into the program 2 Clicking the button that appears on the Print Find Sort Import Export Table Selection Preferences etc dialogs will automatically launch Adobe acrobat and will display a pdf version of the Class Manager User Manual Page 11 12 Chapter 2 Quick Tour Page 13 Accessing ClassMan
36. license or d remove any proprietary notices labels or marks on the program and ac companying materials This license is not a sale Title and copyrights to the program accompany ing materials and any copy made by you remain with Atlantic Associates Unauthorized copying of the program or the accompanying materials or failure to comply with the above restrictions will result in automatic termina tion of this license and will make available to Atlantic Associates other legal remedies Upon termination you will destroy or return to Atlantic Associates the program accompanying materials and any copies THE PROGRAM ACCOMPANYING MATERIALS ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IM PLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRAN TIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE Atlantic Associates does not warrant that the functions contained in the program will meet your requirements or that the operation will be uninter rupted or error free The entire risk as to the use quality and performance of the program is with you Should the program prove defective you and not Atlantic Associates assume the entire cost of any necessary repair Page 2 Preface Chapter 1 Chapter 2 Table of Contents Table of Contents About Cass Manager us ehe 6 ClassManager 7 About Atlantic 580 1
37. ll accounts in an Accounts Receivable report Figure 2 19 click Account on the palette click Edit gt Select All on the menu bar or perform a specific search and then click Print on the Account List view and select Aged Accounts The following report will print AGED ACCOUNTS BALANCES Accounts 19 Adams Jri 23 Jem Averue ffertcn 04014344 3 X 000 Ix co 0 03 00 1 R b 1 n gn Yim slei ME f nn rem Vv am Iva e 6 lt 402 Trl d San aha 17 232 3233 000 132 0 03 2 X 18 Xhnzn 22 Water oad 3 db ry 1502 256 1615 Im IA LU 40 0 25 4 2 Wee Aok 34 San 2 dbrv iB 20503 IX 000 2X f K 0 0 209 1 Sh dedd fam 297 xn idilio n i17 4 443 137 iv an IT 5 Car 45 Saschrgon sre 16171542437 2 0 000 co 2 0 0 02 AR x M Nedsor Jenn ter 6 ab 4a gt gt Jnd 221 JA Tez UU IA LU JA U UJ 2 Fisrsen 30 jtecn Pace 1617 422 5075 000 Ix co 3 X 0 0 00 1 14 Ana Mena ii ar iet A75 145447 45 an 54 Tatal Numba 0 cco 1E200 2044 2 0 00 600 2 6l X Figure 2 19 Page 26 Searching Searching with ClassManager 1 Searching can be performed three ways a Quick Find b Query Editor Query by Formula For purposes of this demo we will cover only the Quick Find and Query Editor
38. m nastics Academy Through organizing and presenting the data in ClassManager this way it is easy to see the relationships between accounts and students and thus be able to more ef ficiently manage those accounts and students as they partici pate in the activities of Boston Gymnastics The organization of ClassManager is presented graphically below Figure P 1 Accounts Student Registra Reg Fee Prod Sale Notes 7 About Atlantic Associates Technical Support E Mail Address A Word About This Demo Atlantic Associates is a custom software development firm specializing in the small business office automation market Atlantic Associates was established in 1989 Atlantic Associates is a registered Microsoft Apple and 4th Dimension software development firm Technical support is available free for 30 days after the regis tration of ClassManager Technical support hours are from 8 30 A M 6 00 P M Monday Friday Eastern Standard Time Voice 978 443 0560 Fax 978 443 1664 Support is also available through the Internet Internet Addresses Info atlantic associates com The demo data file comes with twelve accounts twenty stu dents eight instructors twelve classess nineteen registionss twelve statements and six payments The demo data file is supplied so that you may experiment with ClassManager without entering data It is important to note that any
39. mo file we recommend removing the Sample Data file called CM 5sd 4DD and CM_5sd 4DR before creating a new data file To Create a New Data File 1 Launch ClassManager 2 After entering your User Name and Password hold down the Alt button and click Connection 3 You will now see the Open Data File dialog Figure 4 1 Look in 5 0 5 Star c gt 5 Labels E wind D EE estar 40O Files of type Data File 499 Cancel Figure 4 1 A Click the New button 5 You will now see the New data file dialog Figure 4 2 6 Enter the name you want to give the new data file 7 Click Save Page 52 Create data file Save itr E 5 0 5 Star b E Ex Labels wind estar 40D Filename School Save as lype Data File E Add Lancel Figure 4 2 ClassManager will create the data file on the selected hard drive and then continue to load and run Since this is a new data file the Account Student Instructor Program Class Registration Product Product Sale Reg Fee Payment Setup etc tables will be empty and it will be necessary for you to enter your own data in order to use ClassManager Initial Setup 1 Click on File gt Open Table on the menu bar and click on Setup in the Table Selection dialog to establish the business rules that your school will use with ClassManager 2 Next select Program from th
40. nn cobn ached 55 cwr velwel id 1 3 runchie Har Tie Gym bl zr von sors Mitac All ante nhin i mnashes Inn Figure 2 11 3 Select the product that the student wants by clicking on the Name popup object double click the desired item and then enter the quantity of product that 1s to be purchased 4 Click Save and this will cause the product sale to be writ ten to the Product Sale table for later billing 5 From the menu bar at the top of the screen select File gt Open Table gt Product 6 Once in the Product List View click New in order to add some of your school s products to the list of products sold by the demo school Any changes you make will immediately be accessible 1 the Product Name popup selection menu when you return to the Products Sale form Page 21 Instructors Adding instructors 1 From the palette click the Instructor button This will bring up the Instructor List View To add a new instructor click the Add Record button Figure 2 12 Inetrucior Record 1 at E Fret Yra lon Arbwe Lact Fip Tesla mug 322231356 oddz as dal Gal Ap 22003 Ein o IA DOB aa T2 be Fiz Date 21271898 55 rrem Las l tap ds ter I ran ar Elarese ue 10 02 s we 12 32 PW gt r 12 30 IF ue 12 3
41. r engine Page 56 Monthly Purchase Schedule Single User ClassManager One User 12 Months ClassManager One User 24 Months ClassManager One User 36 Months 2 User Client Server ClassManager Two User 12 Months ClassManager Two User 24 Months ClassManager Two User 36 Months 3 User Client Server ClassManager Three User 12 Months ClassManager Three User 24 Months ClassManager Three User 36 Months 4 User Client Server ClassManager Four User 12 Months ClassManager Four User 24 Months ClassManager Four User 36 Months 5 User Client Server ClassManager Five User 12 Months ClassManager Five User 24 Months ClassManager Five User 36 Months 6 User Client Server ClassManager Six User 12 Months ClassManager Six User 24 Months 600 455 395 815 595 565 998 750 695 1246 948 895 1460 1085 Page 57
42. t 14 AA a a ej Last Name Fist Mame Address Hama Phona Balance Eala Amad 31 alnul do 22211828583 I acklon e Habo Dr rida 345 i do Maren 4424 iru arr ME FFON Sd 205 252 955 Rozela Dara Clive eln 222124712173 ET Floo 5721932 2334 Adare A oc 2491 44 3271 mwy DE H Tim uu her 44 14 usar E 400 due uz 712322333 br odesto by ach nzten Belo z 211 3127 hombszr 34 3 over 5 0 ham 2021242 434 i Lil io Ir ve I p Hrn Jo the 7 422 875 Cooper PEIE cn ww nzhzsle 211443154 255 021 Figure 2 3 To View an Individual Account Record 1 Double click on the first Account record Page 15 Adding New Students Exercise 2 The selected account will now be displayed in the Account Form View of the record Figure 2 4 1 5 Accoun Hecord 40d 14 EJE SS met p E a Taa EH Account 20 ra Ann woes lens AIR 23 4437 Las Hanz Macen Mawel ace 33 3447 Addes 227 Haibzr 2 M hl BOB 233 443 boLcon Ch when Lad Pau Hae OE A Lact antler Students Changes Motes Bill To Add l Fialde 2418407 2 42 Sandia Cal fon ANH as sg i
43. t Views 1 Click the Sort icon on the tool bar 2 After choosing the Sort function you will see the Quick Sort Editor dialog Figure 2 23 Quick Bnr sort AccountMo City O First Name O Home Phone O Last Name O Status Sort Order Ascending O Descending Detail Figure 2 23 4 The Quick Sort dialog allows you to select sort order by clicking on the field names in the dialog however like Quick Find it is meant to be used for sorting only in a single table and therefore is to be used in rather simple sorts 5 To perform more complex sorts you should click the De tail button on the Quick Sort dialog in order to bring up the Sort Editor Figure 2 24 6 To perform a multi table sort locate and then click on the field that you want the sort to be based on 1 e Account 7 Click on the arrow within a box if you want the sort to be decending The arrow should be pointed up for ascending 8 Click on another field i e Status if you want a two level sort to be performed 9 Click Order by to begin sort 10 Your screen will display the records in the new sorted Page 30 Charting Sort Chart order If you click the Print icon you will get the Order By dialog again to sort a printed report Order by Available Fields Ordered by Fields Formulas Dad First Name Dad Last Name Mobile Phone I Created Add Formula Modify Cancel Figure 2 24
44. tasks include adding and deleting instruc tors checking and reviewing duplicates that might have been manually entered editing the Product table reassigning in structors exporting records for a direct mail campaign Figure 3 1 adding and deleting passwords Figure 3 2 and rolling over registrations and classes at the end of a session prior to billing all students for the upcoming period Automatic Zip Code Lookup ClassManager will automatically look up the correct city and state when you enter the appropriate Zip Code Class Assignment When you select an class for a new student entry ClassMan ager will automatically enter the appropriate class informa tion as well as all the necessary financial information Label Editor The Label Editor Figure 3 3 is a powerful tool that allows the user to create custom label templates Labels may be printed from the Label Editor by selecting the Label Icon from the Account Student or Instructor List Views Report Editor The Report Editor is powerful ClassManager tool that allows the user to create custom report templates Figure 3 4 This editor can produce more complex reports than is possible when using the Quick Report Editor and permits the user to make use of the the databases language Page 36 Export Password mix x zem Ed Cia ENS elles Expuil iu n E Ar art dit Sura niin in BF arsi Hame
45. times meeting days class level room assignment designated instructor fee drop out date drop reason etc 7 Registration the actual record detailing entry of a student into an activity such as a class team etc 8 Users information detailing the actual users of Class Manager including special user read write privileges group access passwords etc 9 Payment used to store information on payments by inv check and pay date check account amount etc 10 Product used to store information on items that are sold by the school 11 Product Sale the table that maintains information on all products that are sold by the school and is linked to the ac count table 12 Reg Fee records information on all students who have paid or are due to pay their annual fees Used also by the ac count table for collecting annual registration fees 13 Set Up this table establishes the unique business rules that a school will use such as late payment fees reg fee dis counts for multiple students no class days etc Page 6 Two Tier Model ClassManager Organization ClassManager is organized on a two tier model This two tier relationship 1s that of Account Student This means that an account such as the Williams family would have one account record in ClassManager and possibly multiple student records Attached to each of these accounts will be students who will attend events offered by the Boston Gy
46. udents at the Lafayette school and will display those students in a list view that you may print sort export graph or use in another guery erw Editor Awvalabk fickla E Comparison FEEL read equal qiazter trar ol equal to less Hys leur euel iu bagre ith conizi z t qi I 1 Insert Lire Ad ne rs File Lance Sart 1 gt AAA gun Figure 2 21 Page 28 At this point you have learned how to enter and access data that has been either manually entered or imported into Class Manager including selecting records and creating Account and Student records Printing To Print the Data Entered The Print command can be accessed on all lists and forms 1 Click the Print icon that appears on the Tool Bar of various lists and forms After choosing the Print command you will see the Print dialogs Figure 2 22 2 Select the Format you wish to use 3 Click OK 4 One or more Printer dialog boxes may appear Print Setup EE Printer Mame riter 15 500 PS Properties Print Status Ready Apple Laserwrter 16 600 PS Where Comment Paper r Onentation Size Letter Portrait ac Source Automatically Select Landscape Network Lancel Figure 2 22 Page 29 Sorting Sort To Sort Records The Sort function can be accessed from all the Lis
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