Event Manager Pro
Contents
1. Summit Event Manager P ro Getting Started MIE Software 1999 2009 COPYRIGHT MIE Software Pty Ltd Summit Event Manager Pro Version 9 55 May 2009 All rights reserved TRADEMARKS Summit and Microsoft Microsoft Windows 98 Windows 2000 Windows Me Windows NT Windows XP Microsoft Access Microsoft Word and Microsoft Excel are registered trademarks of Microsoft Corporation Summit Event Management System operates in a graphics environment called Microsoft Windows created by Microsoft Corporation An extension of the MS DOS operating system Microsoft Windows gives a standard look and feel to Summit and all other Windows applications To run Summit Event Management System under Microsoft Windows you need to license and install Microsoft Windows Summit and Australia Post The Australian postcode database has been reproduced from a database supplied by Australia Post The database remains at all times the property of Australia Post and reproduction is prohibited without the permission of Australia Post Australia Post shall not be liable for any loss or damage of any kind whatsoever including without limitation any loss of profit indirect consequential or incidental loss or damage arising from any act or omission whether negligent or otherwise or from any use of or reliance placed on the contents of the database Manual written and printed in Australia Any comments or queries regarding th2. Select Copy D DemoShield amp Design A Startup wW Mi ft Office w an summit Central Create Shortcut icraso ice Vor FA Summit Contact Manager Delete Rename ah Notepad Summit Event Manager Light Sort by Mame fay Summit Event Manager Pro gg Summit Event Manager Pro Compact Softw Properties la Summit Safeguard All Programs D ER Wirerne K Adobe Bridge n Adobe Help Center E Adobe Illustrator C52 2 Display your desktop either by minimising all your open applications or by clicking on the desktop icon as shown below Show Desktop SB ie Sun 3 Right mouse click on your desktop and select Paste Arrange Icons By Refresh Paste Paste Shortcut Undo Delete Chrl 2 New Properties 4 The Summit Pro icon will be pasted as a shortcut P Summit Event Manager Fro 5 If you find that you can t position the shortcut where you want to you may have Auto Arrange set to Yes To turn this off click somewhere else on the desktop with the right mouse button and select Arrange Icons If there is a tick next to Auto Arrange select it This will turn it off Getting Started 15 SUMMIT Event Management System Arrange Icons By Refresh Paste Faste Shortcut Undo Delete Properties Ctrl Z Name Size Type Modified Show in Groups w Suto Arrange w Align to Grid w Show Desktop Icons Lock Web Items on Desktop Run Desktop Cleanup Wizard Get
3. Started 22 SUMMIT Event Management System Navigating in Summit Opening Forms Reports and Processes Forms reports and processes can be opened in one of the following ways e Click on the left mouse button once on the desired command button e Tab to the desired button then press the Enter key If you re not in the section of the form containing the command button pressing the F6 key will cycle between the form header detail and footer or toolbar sections The currently selected button is indicated by a rectangle on the button as shown below Selected Not Selected Event Details Event Details Once selected pressing the Enter key has the same effect as clicking on it In some areas of Summit command buttons are disabled and can t be selected unless further information is provided by you Examples of this are the Previous and Next buttons associated with finding a person s record by family name or organisation These command buttons are disabled if you don t have anything entered in the Family Name or the Organisation field Note All forms and dialogue boxes in Summit are modal This means that you can t do anything on the form underneath the currently active one until you ve closed the currently active or top form Closing Forms The forms in Summit don t have the system menu icon on the top left hand side of the title bar and must be closed using the command buttons found in each form s toolbar Any of the following
4. Transfer The Software and all other accompanying tems ta another party provided you retain na copies of The Software or any of the accompanying tems the other party agrees to the terms of this agreement and you advice MIE in writing If you do not accept the Licence Agreement Summit will close If you accept the Licence Agreement Summit asks if you want to display the Agreement next time you open Summit You can elect to say Yes or No most people say No If you select Accept the message box below will be displayed Unregistered Software i This is an unregistered copy of Summit Event Manager To register this software click on the Register menu at the top of the screen and select Register your software OK o If you have purchased a copy of Summit Pro and have been given a Registration Certificate select click on the Register menu at the top left corner of the screen Getting Started 13 SUMMIT Event Management System Summit Event Manager Pro Summit Event Manager Pro Demonstrat File Event Help Register Web Resources Exit lag d ciel F Es a ue Z fz v ao Summit Event Manager Pro Summit Event Manager Pro The form below where you register your Summit Event Manager software is displayed Software Registration Serial Number Mame Send Registration Request New Xy Details Serial Number Help Cancel OK To register the software enter t
5. e MIE WebLink will take you to the MIE WebLink page e MIE WebLink Admin Site will take you directly that site Displaying on line help for the current form Summit s on line help is context sensitive This means whenever you want help the help displayed relates to the form you re on You can display on line help for the current form in the following ways e Press the F1 key on your keyboard P e Click on the Help button as illustrated Displaying on line help for the current report You can display on line help for the currently open report by pressing the F1 key on your keyboard Getting Started 28 SUMMIT Event Management System shortcut Keys Shortcut keys are used to perform a function The usual method is hold down the Ctrl or control key on your keyboard and press another key For example Ctrlt G means you hold down the Ctrl key and press the g key The g doesn t have to be in upper case Miscellaneous Ctrl D In the Personal Details form check if there are any Duplicates of the current participants records based on the current setting of Display Duplicate Person Warning on the Event Options form on the Checking tab If the current setting is Never Ctrl D will check for duplicates on matching first initial and family name Ctrl G Get the postcode and pre sort indicator for the displayed record on the Personal Details form and just the postcode for Venue Secretariat Hotels and the Suppliers form Ctrl F F
6. event click on the New Event button New Event File Mame Save ir B SEMP d E demo eve My Recent Documents My D ocuments hy Computer a File name eve x Mu Network Save as type Summit Event Files eve Cancel Places Summit will ask you to provide a filename and a new event with that filename will be created Replace the asterisk with the name of your event the filename you provide must end in eve It is better if you keep the event name as short as possible and to ensure faster connection times Getting Started 19 SUMMIT Event Management System keep to the original DOS naming requirements ie no more the 8 characters and only use the letters a to z and the numbers 1 to 0 with no spaces hyphens etc Getting Started 20 SUMMIT Event Management System Open Event To open an event that already exists click on the Open Event button and the following form will be displayed Event File To Open Event File to Open MW Erovwvse Zn 2 Us EditList Help Exit Summit will ask you to select or provide a filename and this must be the name of an event you ve already created If you click on the down arrow to the left of the Browse button the system will provide a list of event file names that have been created previously If youve moved the event file to another directory or on a network drive use the Browse button to find the file hy Computer a File
7. functions on the Before Menu are repeated on the During Menu and the After Menu In the interest of sparing the trees these functions are only described once in Chapter 5 Before The screens displayed are a mixture of Windows 98 Windows 2000 and Windows XP as well as Access 2002 2003 and 2007 You will notice that Microsoft changed the shade of the system or background gray colour between these versions of Access from a darker to a lighter gray Getting Started 3 SUMMIT Event Management System Summit in a Networked Environment If you have a multi user copy of Summit it is licensed be loaded on up to ten computers on a local area network LAN Illustrated below are three examples of network set ups Client Server Network File Server Holds event data eve files but should not be loaded with Summit software User 1 User 4 Copy of Summit Copy of Summit Copy of Summit Copy of Summit T NOTE The semp mdb file should not be loaded on the network as a shared application but onto the local hard drive of each individual PC wishing to access event data eve files the shared data Using the semp mdb file as a shared application will create conflicts with multiple users overwriting and clearing each other s work tables Peer to Peer Network D D _ _ _ _ _ User 1 User 2 User 3 User 4 Copy of Summit Copy of Summit Copy of Summit Copy of Summit and the e
8. 009 MIE Software Pty Ltd This product is licensed to Evaluation Software Only serial Number 0 Warning This computer program is protected by copyright law and international treaties Unauthorised reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the masimum extent possible under the law Licence Details Getting Started 27 SUMMIT Event Management System Summit Event Manager Pro Summit Event Manager Pro Demonstration L m 4 eras Ne ae 1 a 2 Fe af Event Help fer Web Resources Exit On Line Help System Where am I About Summit MIE on the Web MIE Home Check For Free Software Updates Support Online Wew Serial Number Client Direct Site MIE YwebLink MIE WebLink Admin Site e MIE on the Web will display a list of site on our website at www miesoftware com You have to be connected to the Internet e MIE Home will take you to the MIE Software home page e Check for Free Software Updates will take you to the page where you can download your free software updates e Support Online will take you to the Support Online page e New Serial Number will send a message to MIE Software that you require a new serial number The message will be populated by the details from your Secretariat Details form You can change these if you wish e Client Direct Site will take you to the MIE Software Client Site
9. ccept this Licence Agreement If you agreement to install The Software don t accept the setup LICENCE process will terminate Under this agreement i lf you have Single User licence for The Software you may install and use OI do not accept the terms in the License Agreement i Summit Event Manager Pro Setup Customer Information Please enter your customer information User Name kaye Enter your User Organization Name and ae MIE Software Pty Ltd Organisation Getting Started 9 SUMMIT Event Management System ie Summit Event Manager Pro Setup Choose Setup Type Choose the setup type that best suits your needs i Typical Always select the Typical Installs the most common program Features Recommended For installation unless you have very most users clear and specific idea of exactly which components of Access you z Custom want installed lt Allows users to choose which program Features will be installed and where they will be installed Recommended For advanced users Click on the large button to the left of the word Typical Cancel i Summit Event Manager Pro Setup Ready to Install The Setup Wizard is ready to begin the Typical installation Click Install to begin the installation IF you wank to review or change any of your installation settings click Back Click Cancel to exit the wizard Click on the Install button to commence the installation process Gett
10. command buttons will close the active form LA Ext Closes a menu or other non data entry form cancel Cancels all changes made to the current record and closes the form Note that changes made to sub records will not be cancelled when you exit the main form in this way GE Saves all changes made to the current record and closes the form Entering Dates and Times The quickest way to enter a date is day space month or day forward slash month and the current century and year are assumed For example if you entered 9 4 or 9 4 the system will redisplay 9 Apr 10 Every date field has a calendar next to it You can click on it to select a date by moving forward a day week month or year at a time When you have the correct date click on it then click on the OK button The date you selected will be brought through to the date field The times in Summit are all 12 hour clock To quickest way to enter a time is time Space a for an AM time or time space p for a PM time Minutes are indicated by the full stop or the colon To display 10am you would enter 10 a or 10 p for 10pm For 12 45pm you would enter 12 45 p or 12 45 p Getting Started 23 SUMMIT Event Management System Printing Reports L E When you click on the Preview button Freie or the Listing button _LEtns all reports and listings are printed in print preview i e they are printed to the
11. d to find Select Topic to display and invoices Accommodation bookings Conference organisation and programme development Tabling and seating During Processing arrivals and queries Payments allocations receipts and invoices Catering requirements After Payments banking allocations receipts and invoices Attendance and participation analysis Getting Started Troubleshooting Guide Getting Started 26 SUMMIT Event Management System e Where am will tell you which event you re currently working on the short name the long name and the event file name and its path You can send this information directly to MIE Software Current Event Event Short Name Summit Event Manager Pro Event Long Name Demonstration Conference Event File Location And Name C 5EMPidemo eve Event File Software Version 9 54 Microsoft Access Environment Runtime Retail Retail Version 11 msaccess exe Location c program flesimicrosoft officetoffice1 11 Workgroup File c idocuments and settings administrator application dataimicrosoftiaccessisvstem md One user has Cr SEMPidemo eve open Details computer MACHINES logged on as Admin Application Software File C S5EMPsemp nmdb Software Version 9 54 Click Yes to send data and system information to MIE Software e About Summit displays your registration details and version number Summit Event Manager Summit Event Manager Pro Version Number 4 54 Copyright 1993 2
12. down list of allowable entries during data entry This enables consistent data being entered data that can be used as a reliable source for analysis A field that has a reference file behind it is called a combo box see further on Field A field is anywhere you can enter data Fields can be normal a combo box an option box or a check box Combo Box The presence of a combo box indicates that there is a reference file behind the field and usually but not always limits the data entry to one of the list limit to list To see the list of possible entries click on the down arrow to the right of the field A Full Registration Early Bird lt lt Display field didi Total Add Cns 330 00 Discount Reason Option Box An option box has a minimum of two options from which you may choose one If you click in one option box you ve effectively selected that option to the exclusion of the rest The selected option is black Option boxes are always round and are on a raised square Correspondence Selected option C Letter Fax tf EMail Check Box Check boxes are used to indicate Yes or No If you want to indicate Yes you mark the check box by clicking in it or pressing the space bar This puts a tick in the square Clicking in it again unmarks it to indicate No Check boxes are always square Work Address NF lt Marked check box Yes Asian Mame Badge Produced Unmarked check box No Getting
13. ere is a power surge An indication of a corrupted database is when a function that previous worked is getting an error message The compacted semp mdb is usually smaller and often provides better performance This process should be run at least weekly during period of frequent heavy use Summit Event Manager Pro Select to start the Summit Event Manager Pro Getting Started 12 SUMMIT Event Management System software Registration Details When you start Summit for the first time the form below is displayed This Licence Agreement is standard throughout the software industry and they are the conditions you agree to when using Summit Summit End User Licence Agreement Read the following licence agreement carefully You must accept the terms of this licence agreementto use this software To see the full licence agreement click on any part of it and use the scroll bar or Page Up and Page Down keys This is legal agreement between you and MIE Software Pty Limited MIE By using Summit Event Manager The Software ou are agreeing to be bound by the terms of this agreement If you do not accept the terms of this agreement click on the Do Mot Accept button LICENCE Under this agreement you may fn Load and use The Software on upto 10 computers provided they are on the Same local area network and are all under the control of the organization which has licensed The Software Ci Copy The Software for archival purposes i
14. f an event These are the Setup Menu the Before Menu the During Menu and the After Menu All the functions required for each phase of an event are on the appropriate menu so you don t need to skip around the system The other buttons on the Main Menu are File Help and Exit The philosophy of entering data only once is used throughout this system The software is in the colours of blue grey and white blue text grey background and white data entry fields These colours have been proven to be the easiest on the eyes The data entry fields are white where data is permitted and grey when it s a display only field Data entry within Summit can be via the mouse or keyboard so you can click in either a data entry field using the mouse or press Tab or Enter to get to the next field Where possible the requirement to use the mouse when doing batch data entry has been eliminated All reports are first displayed in print preview that is printed to the screen You can decide if you want a hard copy how many copies and or if only a section of the report is to be printed See the topic Printing Reports further on Reference files have been used to enable the tailoring of the system to match your event Examples of reference files include Advertising Sources Equipment Hotels and Catering Events The reference files found in the Setup Menu have a limit of 32 767 items you can enter up to in each The information in the reference file is used as a pull
15. he serial number and name exactly as they are printed on your Registration Certificate or in your e mail upper and lower case and dashes and then click OK To close this form without registering your software click on the Cancel button To obtain new registration details click on the Request New Serial Number button You can enter your details directly into the displayed screen or contact MIE Software details at the front of this manual or your local distributor The MIE Software website www miesoftware com has contact details for MIE Software and all distributors lf you are having difficulty registering Summit you can enter in the details and then click on the Send Registration Details button This will transmit the details you are entering to MIE Software for analysis When you first initiate Summit you are connected to a sample event The demo eve datafile is the sample conference upon which this user manual is based You can explore this sample conference or if you want to create your own event see the topic entitled File It is recommended that you read all the information prior to the File topic before creating your first event Getting Started 14 SUMMIT Event Management System Creating a Desktop Shortcut to Summit To create a desktop shortcut to Summit take the following steps 1 Select Programs then Summit Event Manager Pro then right mouse click on the final Summit Event Manager Pro
16. ill in the organisation name and address details from a record already in Summit when you re entering a new record in the Personal Details form If you enter Ctrl F anywhere in the form the Organisations form is displayed Select the required organisation and click on the OK button Summit will fill in all the details for you Alternatively click on the Fill button next to the Organisation field Ctrl K This works the same as above ie will fill in the address details from a selected existing record It s the same function used in Microsoft Outlook Ctrl O Display the Event Options form If you enter Ctrl O anywhere in the system the Event Options form will be displayed This is handy for changing the report name format when you are switching between correspondence and listings Ctrl W Where am I or What event is this If you enter Ctrl W anywhere in the system it will respond by printing the short and long name of the event you re currently in Ctrl F 1 Apply Filter You can filter all the records on file and so only for example Confirmed Presenters are available Ctrl F8 Also Apply Filter but for use in a Terminal Server environment where Ctrl F1 is not available Ctrlt F3 Show Tabling and Seating form from the Personal Details form Ctrl F4 Search by part Accompanying Person name Ctrl F5 Opens the Create Event Programme form Ctrl F6 Opens the Reporter Ctrl F7 Opens the Organiser Copying Ctrl C Copy the selecti
17. ing Started 10 SUMMIT Event Management System ie Summit Event Manager Pro Setup Installing Summit Event Manager Pro The time taken by your computer Please wait while the Setup Wizard installs Summit Event Manager Pro This maw i take several minutes ton install the software is dependent upon its processing Status power The process will end by stating that the installation was successful Cancel Getting Started 11 SUMMIT Event Management System Starting Summit Event Manager Pro When you first install Summit a new submenu is added to the Programs menu Press Start then Programs and locate the Summit Event Manager Pro folder It will probably be the last entry on your program list FA Summit Central FA Summit Contact Manager k Microsoft Office Wor de E q Notepad lan Summit Event Manager Light Ge Summit Event Manager Pro d Compact Software fm Summit Safeguard P Summit Event Manager Pro All Programs z Te 8 Adobe Bridge di Adobe Help Center r E Adobe thistratnr C5 The functions of these programs within this folder are as follows Compact Software Select to repack compact and repair the Summit Event Manager Pro or semp mdb database This database becomes fragmented when you make changes or it may become corrupted as a result of a hardware or software failure during complex transaction processing This can occur if the power suddenly goes off or th
18. is manual should be directed to MIE Software Pty Ltd E Mail info miesoftware com Web Page www miesoftware com CONTENTS GETTING STARTED ane na nr ane e neat ina 2 System REQUIFEIMNGMIS ANR A Re dessus etat 3 NIMES VS OMS Utd ea E et ee 3 Recommended SY SUC she i ac tet ate ae aa at are netic ana pan andthe hatte ae ieee 3 Conventions Used Within this Manual 3 Summit in a Networked Environment iii 4 Ghanging the Screen Resolution ccc scccocceccetccteccececdivecdsaseetecncsstetesdstencoecaseecsueesseencdseeeebiueeesdacesteus 6 Las rei Tato WS 07 ala LA md 0 PR cere eee nes rs eer Ot ne ee neni ere en ome ee ee a en een ee 8 Starting SUMMILEVeNRL Manager RFO eus Due Sn E E ete 12 So1Ware R gIStralIOn Detal asec Dean des une 13 Creating a Desktop Shortcut to Summit cisnienie i Ea AEE EOE 15 Man Men PP SR SR 17 PS ee 19 NEW EV CM PR TRE a a eee ease 19 Bo a EMOM RSS eens ee een ey ene Oe nun erg ee ane ee nee ered 21 COMP aC hE Veil PIE SSSR a te tel te ea es doute 21 Conventions used within the software sis 22 NAVIGA NOIRS UMA Die NNE mn ennemie mienne dde 23 Opening Forms Reports and Processes ss 23 ROS UNG OMS ES D cent tn ain es a le ne 23 EOIN GAUSS ANIM S ne a E trader nan 23 Prinung R PONSE amer ie MN er eee are ue Nine 24 GISI REDON SR ne nant near On en ent eau 24 BE EE E 26 General ASIE tn a canne io dreet onda tenait Det 26 Displaying on line help for the current form 28 Displaying on
19. k Note which folder you save it to it s recommended that you download it to either the Downloads or the Temp folder Double click on the downloaded file semp2000 2002 2003 exe in Windows Explorer and the following dialog box will be displayed Winzip Self Extractor SEMP2005 exe Select Yes you want to continue r with the installation Copyright C 1993 2004 MIE Software Pty Ltd Click Setup to install Summit Event Manager Pro Select the Setup button or just More information and updates miesaituare com Cancel press Enter About Summit Event Manager Pro for Access 2003 ie Summit Event Manager Pro Setup Welcome to the Summit Event Manager Pro Setup Wizard The Setup Wizard will install Summit Event Manager Pro on The Setup program will our computer Click Next bo continue or Cancel to exit the display the dialog box to the Setup Wizard right Once you ve checked that this is the only program running select the Next button Cancel Getting Started 8 SUMMIT Event Management System ig Summit Event Manager Pro License Agreement End User License Agreement Please read the Following license agreement carefully LICENCE AGREEMENT This is a legal agreement between you and MIE Software Pty Limited MIE In order to proceed you By installing and using Summit Event Manager The Software you are must accept the End User agreeing to be bound by the terms ofthis agreement You must a
20. line help for the current report 28 SNOUT KES ron ee eee ee 29 WISCCHANCOUS ecdiaetcraniatort a a a wedntinedptuanneneeclahia nine Ouniadvaniulach et ele Rat 29 CSOD VUNG A RE TR EE 29 D SIR Der retenu 29 TEXUFORTOUN O erer Rd na be nina A ae de One deb 30 Unaona OCNaNgGE Spesa E ct ais alae ra cat tara 30 MOWING ATOS Un tinea wet E a un 30 COMBO Boxes and List BOM CS une O ane nec cate tee 30 Table of Contents i GETTING STARTED Welcome to Summit Event Manager Pro Summit Event Manager Pro summit Event Manager Pro Demonstration Conference Before The Summit Event Management System is structured the way most events are organised There are things you do to set up the event things you do before the event things you do during the event and things you do after the event This is why we have Setup Before During and After menus This chapter covers the following topics System Requirements Conventions used in this manual and the software Software Registration and Introduction to Summit forms Navigating in Summit What all the standard buttons are and what they do Help General and specific Shortcut keys How to perform tasks quickly and move around without using the mouse Main Menu Creating a new event opening an existing event compact and repairing an event Updating Summit Getting Started 2 SUMMIT Event Management System System Requirements Minimum System Pentium 3 700 Mhz Micros
21. name eve od My Network save as type Summit Event Files evel 7 Cancel Places The demo eve datafile already in the SEMP directory is the sample conference on which this user manual is based Open demo eve by clicking on the Open Event button and the Browse button Compact Event File Compacting an event file removes unwanted space and reduces the size of the file similar to a de frag Event files may need repairing if you ve had computer power or network failures during transactions that update multiple tables and indexes You may suspect an event has become corrupted if some data is unintelligible or missing To compact and repair an event file click on the Compact Event File button Note You cannot have the event file you want to compact and repair open so open a different event for example demo eve the sample event that comes with Summit or create a new event Summit will ask you to provide a filename and this must be the name of an event you ve already created Use the down arrow on the Event File to Open field or use the Browse button to find your event You should compact on a regular basis particularly if you ve been deleting records or exporting large amounts of data If the file hasn t been corrupted repairing it will not damage it Getting Started 21 SUMMIT Event Management System Conventions used within the software The software has been divided into four menus that match the phases o
22. o the record number box then type the number of the record you want to go to and press Enter Cycle forward through the header detail and footer of a form Exit the subform and move to the next field in the master form if not in a subform move to the next field Exit the subform and move to the previous field in the master form if not in a subform move to the previous field Combo Boxes and List Boxes F4 or Alt 4 Down Arrow Page Down Up Arrow 7 Page Up Open close a combo box or list box Move down one line in a combo box or list box Move down one set of values in a combo box or list box Move up one line Move up one set of values Tab To exit the combo box or list box Getting Started 30
23. oft Windows 98 Microsoft Windows 2000 must have Service Pack 2 or higher 250 Mb hard disk space 256 Mb RAM or higher SVGA or higher resolution monitor CD Drive Recommended System Pentium 4 2 4 Ghz Microsoft Windows XP 40 Gb hard disk space 2 Gb RAM SVGA or higher resolution monitor CD Drive WinZip archive compression program WinFax Pro for individual and broadcast faxing MS Outlook for individual and broadcast e mails Express ClickYes assists with individual and broadcast e mails MS Access 2003 Conventions Used Within this Manual This user manual has been designed with the following concepts in mind It is a standard A4 size so that most descriptions of forms and reports fit on a page and to allow for easy photocopying This practice is encouraged as the Scenario section was designed for you to photocopy the appropriate section and use it as a checklist The text is in Arial 11 point so that it can be easily read The following is how the components of Summit are described within this manual e Forms Reports and Menus are in Title Case e Data fields and Buttons are in Italics e File amp folder names and computer commands are in Bold User defined words are enclosed in angled brackets i e lt gt Every data entry form has on its toolbar form footer as standard the OK button the Cancel button and the Help button For brevity when describing each form these three buttons are not included Some
24. on onto the clipboard Ctrl X Cut the selection and copy it onto the clipboard Ctrl V Paste the contents of the clipboard at the insertion point Ctrl Inserts the same value that s in the same field in the previous record Deleting Backspace Delete the selection or the character to the left of the insertion point Delete Delete the selection or the character to the right of the insertion point Getting Started 29 SUMMIT Event Management System Text Formatting Ctrl U Change current field to UPPER CASE Ctrl L Change current field to lower case Ctrl T Change current field to Title Case Undoing Changes Ctrl Z or Alt Backspace Undo typing Esc Undo changes in the current field or current record If both have been changed press Esc twice to undo changes first in the current field and then in the current record Moving Around Right Arrow Ctrl End Ctrl End Left Arrow lt Ctrl lt Home Ctrlt Home Tab or Enter Shift Tab F5 F6 Ctrl Tab Ctrl Shift Tab Move one character to the right Move one word to the right Move to the end of the line Move to the end of the field in multiple line fields Move one character to the left Move one word to the left Move to the beginning of the line Move to the beginning of the field in multiple line fields Move to the next field Enter key moves to the next line in multiple line fields Move to the previous field Move t
25. p Print Ctrl F Send summit Event M Dermonsirafion Co Output To Excel Output To Rich Text Format Output To Text Programm TSO Jsentations are sorted in ascen Output To HTML Output To Snapshot Getting Started 24 SUMMIT Event Management System 2 Press Ctrl F4 3 Press the Esc button This last option is the easiest Getting Started 25 SUMMIT Event Management System Help General Help If you click on Help at the top of the screen a list of options is available as shown below You can make your selection by either directly clicking on the desired selection or pressing on the ALT key and the underlined letter Summit Event Manager Pro Summi Web Resource File Event Register On Line Help System Where am I About Summit MIE on the Web e On Line Help System is the table of contents to the help documentation Click on the area you d like to see Et Summit Event Manager Help ms Hide Back Pint phone Contents Index Search Favorites Help Contents Setup Event secretariat name venue financial structure and other List Topics details Reference files Exhibitor rules Presenter rules Options Name badge design Import utilities Before Contacting and registering delegates presenters exhibitors advertisers and sponsors Payments banking allocations receipts Type in the keywor
26. s e Produce attendance forms ne Click on the After button to Follow up people who registered and didn t attend and or didn t collect their satchel Produce reports and graphs that break down and analyse attendance and participation File Click on the File button to e Create a new event open another event or to repair and compact an event file Y Help Click on the Help button to ue Exit iui Click on the Exit button to Click to quit and close down Summit If you ve marked the field Prompt for Calculation of Participation Statistics When Closing an Event in Global Options you will be prompted for compilation of participation statistics These statistics are used for the Progressive Participation reports and the Expression of Interest report You may do one of the following e Click on the Yes button if you re leaving Summit for the final time today e Click on the No button if you will be using Summit again today e Click on the Cancel button if you clicked the Exit button by mistake lf you do say Yes Summit counts the number of potentials and confirmed in each participation category and stores the numbers with the date Getting Started 18 SUMMIT Event Management System File This menu enables you to create new events connect to existing events or compact and repair existing events Compact amp Repair a Data File Help NE Exit New Event To create an event file for a new
27. screen If you want to do more than just look at the report on the screen click on File in the top left hand corner of the screen Summit Event Manager Pro Summit Event Manager Pre z Close lt Print Setup Ctrl F Print Send ummit Event Demonstration Output To Excel Output To Rich Text Format QUEput To Text Progran Tee Jsentations are sorted in ast QUEUE To HTML Output To Snapshot e f you select Close you close the report e f you select Print Setup you can change the margins of the report e f you select Print you can direct the report to any printer print part of the report print multiple copies alter the print setup etc e The Send button if enabled interfaces to the Mailing system on your network e f you select Output to Excel the report will be exported to Excel e If you select Output to Rich Text Format the report will be exported to an RIF file most word processors can read Rich Text Format and most of the report formatting is retained e If you select Output to Text the report will be exported to a text file e If you select Output to HTML the report will be exported as a web page Closing Reports You can close reports in Summit in three ways 1 Select File then the Close or press Alt F C as shown below Summit Event Manager Pro Summit Event Manager Pro Close Setu Print Setu
28. ting Started 16 SUMMIT Event Management System Main Menu Summit Event Manager Pro Summit Event Manager Pro Demonstration Conference Before The Main Menu is the normal entry and exit point for Summit To choose any of the sub menus click on the appropriate button S Setup Click on the Setup button to e Enter or modify the event name secretariat and venue e Design name badge styles and define the event and financial structure e Define presenter rules trade rules system settings and user preferences e Import name and address information and an event structure from external sources e Set up your event budget D Before Click on the Before button to e Contact register and record the details of delegates presenters exhibitors advertisers and sponsors e Enter allocate and bank payments produce receipts and invoices e Enter travel transfer and accommodation bookings produce rooming lists and travel reports e View and apply internet registrations e Track event organisation tasks e Develop and print the event programme e Produce a schedule and a running sheet e Produce or export name badges and tickets e Determine catering and equipment requirements e Produce tabling and seating lists Getting Started 17 SUMMIT Event Management System a During Click on the During button to e Process arrivals and queries Determine and score results of competitions and tournament
29. vent eve files Getting Started 4 SUMMIT Event Management System Terminal Server Environment Terminal Server Located on the serrer 1 The c dnwe of all workstations 2 Any shared network diwes and all Summit Event Files ewe User Profiles Each userwithin the network has their own Prove which is their personal access to their cid we onthe server as well as allshared drives and files Each Fome must have de own copy of the Summit sothware ee a User Profile User Profile User Profile User Profile Access to cidre on Sener Access to odie on server Access to cidre on server Access to cidre on server Pa k mu ITI E i oreo perl Getting Started 5 SUMMIT Event Management System Changing the Screen Resolution Prior to installing Summit check your screen resolution Summit forms have been designed to fit on a screen resolution of 800 by 600 pixels SVGA If your current screen resolution is less than this for example 640 by 480 the forms wont fit and you ll have to use the scroll bars to navigate The usual resolution is 1024 x 768 To check and or modify your screen resolution take the following steps Administrator Internet Explorer ay My Documents Microsoft Office Outlook a E 2 My Recent Documents Access 2003 z Excel 2003 Lf My Pictures Choose Control Panel from the Word 2003 My Music ag My Computer Summit Light rj a a M
30. y Network Places Contral Panel w Connect To Gi Le La Printers and Faxes Help and Support pe Search All Programs gt A Log OFF Lo Shut Down From the Control Panel choose EN Display m Spia Display Getting Started 6 SUMMIT Event Management System Display Properties Themes Desktop Screen Saver Appearance Settings Change the Settings to be the same as those shown below 1024 by 768 pixels Click on the Apply button then click on the OK button Display Plug and Play Monitor on 515 650 651 MES 740 Screen resolution Color quality Highest 32 bit J 1024 by 768 pixel EL ON H Troubleshoot Apply Slide this bar along After you ve set the display categories press Start then Settings then Taskbar and set the Desktop Taskbar to Auto Hide You can set the Microsoft Office Taskbar to Auto Hide as well Getting Started 7 SUMMIT Event Management System Installing Summit Pro You can only download Summit Event Manager Pro if you have Access 2000 2002 XP 2003 or 2007 running on your computer If you have no version of Access on your computer you will require the Access 2003 Runtime Environment to run Summit lf you have Access 2000 2002 2003 2007 on your computer on our website www miesoftware com go to Summit Software then Download and click on the semp2000 exe semp2002 exe or the semp2003 exe file and save it to your hard dis
Download Pdf Manuals
Related Search