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AIMS Registration User`s Manual Version 2.1 Updated February 1

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1. INNO oseqeleq SIQINIV r suoneziueBio 13990S 13U 0 ul SJENPIAIPU uoneziuepIo J9090S JUes SIB91 AAS Buipniou yoog sseuppyy ym wia sAs ewa VSO O S D 0LOZ Areniqay pasinay LUa SAS ju ui BeueIN J Sn O 6L Buiiepu eo VSO 0t ul s S Buiuod y 0 0Z Wa SAS juowsbeueyy eseqejyed 0 L SWa SAS sul s S sul s S uonejjsibay uonejsibay uoneisibay qn O qno qno J U O WOJ JOUuIO WOJ J u O WOJ peoldn peoldn peoldn peoldn xing 4 sdnois 139909 SNOEN 9 suoneliocossv psig senbee sqnjo suoyessiulupy SddJOJOY SJEDIO Wea siaAejd wia SsAg uoljeujsibeay VSO 0 L gt d N s ewo J u o olul yodx4 l jnd nO SWa SAS sui s sS sui s sS nBe 7 10 nBe 10 nBe 7 10 qn O 1 u O Qn D 1 4 O qno 48uUIO fe 3 gp soueunsu N gp nBe T1 uj suea gp N suunio J UOISSNSsIq pue sJUSulISOunouuvy SUOIJEDIUNWIWWOD VSO oe Bus siol5 uiq Jo pueog gp seiny p usiiqnd 6 uu s S s ss 35oucq pue uone u umo5od N uonensiuttupy YSO 0 z A SIWIV uu Js S Ju ui DBeuepIA uonewozuj 9 uonesiuiupy S VSO Table of Contents Technical Support AIMS Overview How To Start Page Layout for Manual Overview of Registration Workshop The Registration Portal
2. Side Senior Indoor Senior Futsal
3. Association Page Layout for Manual Function Notes identifying Screen Shot taken information directly from the webpage provided on the you will be working Screen Shot within Area for your own notes Introduction To the area you will be working in Navigation How to get to this specific area from the Registration Menu Process A prompt to each process that can be run from this page and how this can be done Overview of Registration Workshop The most important portal in AIMS is Registration This portal is the place to conduct and complete your organization s registration registration of individuals organize your regis trations by placing players and team officials on teams update their contact information and create reports The information from this portal is provided to the central database and parts of it are shared with the larger system providing details to other portals For example teams and team members in the Competitions portal are ready for scheduling and reports from this portal will link those members to the Discipline portal Suspensions will affect registra tion and competition and so on Learning Objectives for Candidates e Asan instructor for the AIMS Registration Module it is important that the learners understand what they will be able to achieve by the end of the workshop At every opportunity learners should be encouraged to practice within the portal e I
4. Player Registration Status Delete Membership Delete Competitions Active Ta ams Inactive Events Active Club Ex Commitee Active Coaching qualification review Active a lt a a Computer Ad Active m a GRA Computer Advisory Group Active E dit ddd Inactive Page 1 pf 3 lt Prev gt lt Next gt Total Records 30 Cancel Exit ee Internet Introduction This will explain how to add Administrative groups to your organization such as Committees Task Forces etc How to access this Function From the Registration Portal click on the Committees and Other Groups button Process Review the list of groups Committees Task Forces Advisory and Steering Groups The groups can be viewed by name or by status by clicking on the heading name Enter group name for new committee group Set the Status of new committee group Click on the Save button to add a new group To Edit group name click on the Edit button next to that group and then update the details and click the Save button Click the Exit button when complete Administrator Registration Process REGISTRATION Locour User Matthew Greenwood Role s Club Registrar The Ontario Soccer Association CHANGE PASWORD aw ann anaemia Our Details Registration of Individuals Task List Registration of Registrants Players Team Officials and Committees amp O
5. season team birth year and gender to limit the group of players being graded Select a Grade you wish to assign to these players View the players available to be graded Click the check box next to each player that you wish to grade View the players who have already been graded if any Click the appropriate arrow to grade players receiving this grade Click Exit button when you have completed your grading NOTE The process can be repeated as often as required Task List Function Notes filter Show All Records button Data 4 Go button to Select record 5 Refresh Button 6 Exit Button HAAHR 24 Peterborough City FC a Oleh Canenh Inanna in ac Datarhara Ilor ae Soei REGISTRATION Locour AVFO User peterboro user Role s Club Registrar gt J Club Link x lt Page 1 Forum My Details My Uraanisations R Results Type Website Editor Show AllReco F mplete Registration v Player Registra on Type OSA Reg First Name Last Name Club Name Received Date Eligible Expiry Date Status No mc bership Registil en Pending 2662055 Bobby Peterborough City 2003 06 10 2008 06 10 2008 07 15 Pending a Registration Pending 2662056 Edward Day Peterborough City 2008 06 10 2008 06 10 2008 07 15 Pending Teams isa Registration Pending 2662058 George Day Peterborough City 2008 06 10 2008 06 10 2008 07 15 Pending Events
6. 2009 09 11 YR 2323433 None Introduction This will explain the process for assigning a group of players to a team How to access this Function From the Registration Portal click on the Allocate to Teams button Process Use the filters Season Program Gender Status amp Birth Year to narrow the list of players to the group that you wish to assign to team Use the filters to select the team to which players will be assigned Tips View the players eligible to be assigned to team Click the check box to the left of each player that you wish to assign to this team This is where the programs that Click on the appropriate move button to move remove players to or from team were created earlier in the manual View players assigned to team will help to simplify the Click on Validate Residency button to see that your non senior teams meet registration process This is residency requirements because after selecting the season Click the Exit button when complete and program the system will automatically filter to only those players whom are of age for the particular program and team This will save a great deal of time in locating the players available to be added to the teams 16 Team Official Registration Process REGISTRATION LOGOUT User Matthew Greenwood Role s Club Registrar The Ontario Soccer Association CHANGE PASSWORD i wao Our Detaile Registration of Individuals Task List Registration of
7. Our Details Program Registration Create Edit Teams Registrant Registration Process Registrant Registration Search Add New Registrant Registration Edit Registrant Details Player Registration Process Register as Player Batch Player Registration Allocate Players to Teams Team Official Registration Process Register as Team Official Creating Reports Committees and Other Groups Administrator Registration Process Register as Administrator Grading Players Task List Registration Management Terminology Terminology Inside Cover Inside Cover 13 14 15 16 17 18 19 20 21 22 23 24 25 26 2 Z Technical Support Information District AIMS support person Name Phone Email AIMS Help Desk Aimshelpdesk soccer on ca Literature Manual for Users specific to each Module User Guide complete system manual Websites http www ontariosoccer net Administration Administration and Information Management System aspx How To Start This Sandbox Portal is for training pur poses only Minor changes and additional functionality will exist in the live site which would only be used with live data f THE ONTARIO SOCCER ASSOCIATION Forgot password User Name pu Password lt Step 1 http www ontariosoccer net er N Administration Administration and z Welcome to the AIMS portal for The Ontario Soccer Association Information Management System aspx Searc
8. Registrants Players Team Officials and T Data Export Individual Registering as Team Official Is person a r registrant in NO Registrant Search database Y Check registrant details Add new registrant Are the registrant details correct Data enter details Click on Contact Details to view details and Save Details Edit registrant details Provide new details and Save Details gt Click on the New Role button lt y Select organization with which individual is registering v Change the role to Team Official Select the Team and select the Team Official role Y Click on the Add button and then click on Save button Register as Team Official Function Notes Peterborough C ity FC 1 Registration Season p 2 Non Playing Role ka Canenk anand in ae Datachara Hear Inet logout lt REGISTRATION mesial 3 Allocation To Teams C User peterboro user Role s Club Registrar H n OSA Reg No First Name Last Name DOB Club Name Isto ry s 2662288 R Bruce Henderson 1946 05 03 Peterborough City 4 Team Allocation am 5 Role on Team etails 6 Add button Drganisations Registration 7 Save button t Editor Role Season Effective From Effective To Status
9. be registered Process Select from the filters gender birth year from season to select a specific group of players to be registered as a batch View the list of players selected based on the above filters Click the check box on the left side to select the registrants that you would like to register as a player using batch player registration Select the To Season and To Program that will refine the Classification and Teams to which you would like to register the selected registrants Click on Back button to go back to previous view Click the Re Register button to complete the process If there is a problem an exception report will be generated immediately and provide you with an update of the issues arising When completed click on the Exit button Allocate Players to Teams REGISTRATION ii User Mark Cristante Role s Club Registrar Function Notes 1 Drop down menu of Teams 2 Filters to identify available players Move Player buttons the selected team 5 Available players 6 Check box to select pfs be registered tior 2009 d 450 v Program Under 12 Boys Rec Status Team Aston Vila v PlayertsNo be Allocated Show previously allocated Player s Allocated to Aston Villa Name Registration Allocaicn o Name DOB Registration HHHHHH Komar Test 3000536 1997 05 04 2009 05 09 YR 2322777 None m Testmark Testmark F 1998 05 04
10. dB If search result is No Records Found click on the Add New button to will consist of any one of add a new member to the database first name last name Key in person s data and then click on Save button to register new known as or dob A search Registrant all ie the entire OSA dB When completed click on the Exit button will consist of either an exact match of the OSA Registration Number dob OR an exact match of the first initial or more last name dob 10 Add New Registrant Registration Function Notes Results of search for individual Add New Registrant button Back button to start new search Exit button Complete all applicable fields Save Details HHH REGISTRATION Loool User Mark Cristante Role s Club Registrar zzzBeaches S C Search Registrant Select Registrant Registrant Details Registration Details Search Results No records found Add New Registrant Registrant Details Search Club Select Club Registration Details Finish ket Name Middle Name Last Name Known As Hugo Boss Gender Status PH Type 2001 12 12 Maa v Active v Amateur v Update Details Non Playing Roles Registration History Local Number HoMNe a Address 1 7601 Martin Grove Road Neork 05 2649 Ext Address 2 Address 3 Cell gt City Vaughan Fax Province ontario F Postal Code L4L 9E4 Email Address Country Canada v Res
11. default address Save Details OB Inkarnat l anand in arm Datarhara lla REGISTRATION WAN Introduction This will explain how to update the contact details for your organization How to access this Function Tips From the Registration Portal click on the Our Details button This is the starting point for users to begin uploading data It is ESSENTIAL that you under _ Process stand the importance of correct data Make the appropriate changes to your organization s contact details by updating when entering information for each field your club The You may provide a secondary address connectivity between each por Set the Default Address by clicking the appropriate box tal Inside Cover means that Click on the Save Details button incorrect data affects the integ Click on the Exit button rity of the database Keep mailing addresses phone numbers and email addresses up to date The OSA will need to communicate to Clubs and Leagues by regular mail and email and these addresses will be pulled from here Program Registration Mandatory Function Notes Club s Current Program Program Type Add New Programs Butto Complete other fields UHHHHHI Tips e Program Registration is man datory in order to register players e InITSoccerNet Programs were known as Categories and the program description was limited to the category name In A
12. f AN ler Registration Team Official v 2008 08 01 2009 06 30 Active vi 8 Back button Nie m O Exit button a ership Intro to Soccer v Cl waiver Signed Ape ons l Allocate to Team ms Team w a Robbruce United Player Active MYS qh City 1st Player Active A lt Prev gt lt Next gt Total Records HAHAAH Team Toronto FC x Role Team Head Coac na Bee b Internet 100 Introduction This will explain the process for registering an individual as a Team Official including Coach Assistant Coach Manager and Assistant Manager How to access this Function From the Registration Portal click Registration as Individual and then search for the individual The Registration Details view now allows you to either view Non Playing Roles or to add an Other Reg Process After clicking on the Other Reg box to add a new non playing registration and after selecting the Organization to which this individual will be registered Select the season to which this registration will apply Change the Role to Team Official View Registrant s allocation to teams history Identify the Team to which this role will be added Select the role on the team of Team Head Coach Assistant Coach Team Manager or Assistant Manager Click on the Add button to remove a role check the box and click Delete button Click on the Save button to save Team Official registration C
13. s Club Registrar The Ontario Soccer Association CHANGE PASSWORD Our Details Registration of Individuals Task List Committees amp Other Groups Batch Player Registration Registration Management Program Registration Allocate to Teams Create Edit Team Grade Players Survey Administrator Reports Data Export Individual Is person a Joining Registrant Search registrant in Organization database Check registrant details Add new registrant Are the registrant details correct Data enter details Click on Contact Details to view details and Save Details Edit registrant details Provide new details and Save Details Proceed to register gt individual as player team official or administrator Registrant Registration Search dome page Windows Internet Explorer Function Notes E http fontsoccer proserveit com Prerelease OSAClubs portals PeterboroughCity top v X Edit View Favorites Tools Help convert F Select abe Home page fy 7 dh 2 1 Last name of person PNPP apasi aaka kiskachu cone REGISTRATION AVre User peterboro user Role s Club Registrar Select gender Club Link Page 1 S earch button arum Select Registrant Registrant Details Search Club Select Club Registration Details My Details My Organisations Exit button Previou
14. system will automatically populate the applicable fields within the Player Registration process How to access this Function From the Registration Portal click on Program Registration Process bd Review the list of programs to see which programs are already registered Click on the Add New button to add a new program 3 Completion of all fields is mandatory except for Minimum Persons and Maximum Persons 4 Ifyou are registering a player you must choose Player in the drop down menu for Type This will allow player registration to be linked to this Program later on After completing all mandatory fields click on Save button 6 When you have completed all of your program registrations click on Exit button i Nn Create Edit Teams Function Notes List of teams in club Edit button Create New Te button m Exit button HHHHHH Tips e Programsand the Teams mustbe in place before Players and Team Officials can be assigned to them e Teams do not have to be created season after season as in previous registration systems they can be updated to reflect the current teams change in age or left alone to be reused again witha new group of players e Deletions should only be used for teams created in error e The Team Type is being removed e Youcan sort the teams by clicking on the Name heading l annad in ac
15. AIMS Registration User s Manual Version 2 2 February 1 2010 a s s SSOU I 1 J J b s u uuss ssv 1 J x Ju uidoj A q IeuonezliueBio uijdios q 1 J xI yoeod sul s S ju ui BeueIN asino Q S s uueB uolqiux amp syjuaweuino suonn duuoo dno s nBe JO sju uljuiodde 39319342H sju uluBissv 1 9J3 3 0 94 uu 1s sS 1u ui BEeup Aj suoisuedsns 9 aUIIdIDSIG OL sqnjo 9 senbeeq SUOI EIDOSSY 1211 SIG Jo uu s S juswabeue JU9 UOD SJISGIAA OEL impolN S e S O CL slu uieuino dno oneuo s nfe JO uoezu sS ld ISq AA g syns y Buiinp uos Buipniou uu 1s S ju w peuen 1 BeueIN Ssuonn duioS 0 L L suue jeudIBay eElNUIADIg VSO 8 suoleloossy oll siq s nBe 1 Buipniou swes 16 S IIV 0 0L s wef uolliqiux 9 suonn dulioo dno sjusweusno s nBe ojul Aug wee Bulpnyjour uu s S ju w peuen VALVHO IeAo1ddv Aug wee ue BunsoH suonnadwos 0 6 9 SOJoyd Buipeojdn uole11sIi6 z J S sile j q no A ieod Gnd 0 8 s sioleuijsiuluupV gt 9 Ss 1 J S EINIYO wes si e d s ueISIBayY 104 p429 AI 0 2 w s sS Ju ui BeueIN uj s S ju ui DBeueIN uol e8l95ossv J91l SId 0 LL qnid 0 8L 4 gt VSO JO W JS S Ju ui BeuelA jua u0D SHSGSM 0 9 wF
16. IMS the Program description includes e Program Name Type Season Price OSA Classification Age Group e Minimum Persons and Maximum Persons are op tional fields and relevant for Self Registration e If there is no Price you must still enter 0 e Each program can be linked to the club website through the Available to Web check box REGISTRATION pooo User Matthew Greenwood Role s Club Registrar The Ontario Soccer Association Program Registration Show All Records Program Name Valid From Valid To Type Min Max Season Price OSA Classification 3 l persons persons Edit Province 2009 04 01 2010 03 31 Referee 0 500 Referee 2009 455 130 00 ISR Thursday Footy 2008 10 01 Player Outdoor 2009 id 450 SR OSA Test 2008 10 01 2009 12 31 Player Outdoor 2009 id 450 SR Edit OSA Test 2 2008 10 01 2009 12 31 Player Outdoor 2009 id 450 SR Page 1 of 1 lt Prev gt lt Next gt Total Records Add New Webpage Diao TE https ontaioace get Add Program Registration Program Name sE wt OSA Classification Minimum Persons Maximum Persons Age Group C Available to Web Introduction e Program Registration can be done for the following programs Player Registration Other Organization Activities e In future Program Registration will be categorized as Player or Other e By creating a program for Player Registration the AIMS
17. Registration Pending 2662067 Tony Day Peterborough City 2008 07 01 2008 06 18 2008 07 15 Pending Registration Pending 662077 Mark Cristante Peterborough City 2009 03 31 2008 11 24 2009 03 31 Pending Registration Pending 2662077 mack Cristante Peterborough City 2009 03 31 2008 11 24 2009 03 31 Pending Registration Pending 2662085 CCCCCCCC CCCCCCCCCCCC Peterborough City 2008 07 01 2008 07 07 2009 06 30 Pending Registration Pending 2662091 test22 test22 Peterborough City 2008 10 04 2008 10 03 2009 03 31 Pending Registration Pending 2662099 aaaaaaa aaaaaaaaaaa Petertpseugh City 2008 08 01 2008 11 26 2009 06 30 Pending Registration Pending 2662101 aaaaaaaaaaaa vyvyvvvvvv Peterborough City 2008 07 01 2008 07 08 2009 06 30 Pending Page 1 of 4 lt Prev gt lt Next gt Total Recorts 39 amp Internet Introduction This section will allow you to review all pending registrations You will be able to categorize your search and then make changes to remove an individual from this list The Task List allows you to review the total number of pending applications you have Clubs should review this regularly to check information that needs updating How to access this Function From the Registration Portal click on Task List You will be presented with a two drop down filters to limit search results Process Select the type of pending registration records to be viewed Tasks can all be viewed regardless of type or date by checking t
18. ari Payed En L H x we ee Gace mt 0 15 a are i aE Crate ager C rarena aratura SI BOSE pII 2 034 Enna s elea mani Recess k ek Pk Curis Or ram Pec risi aio cutee S USA aszrageta apr ei Cal Haks Introduction This area allows you to search for a specific individual and review their registration How to access this Function From the Main Menu click the Registration Management button Process 1 Type in last name of registrant to do search Criteria needed to search will be based on your User level 2 Click on Search button 3 View Search Results to locate registrant whose record you wish to update 4 Click on Select button to the left of the name of the registrant whose record you wish to update 5 After completing the update to record click on the Save and Proceed button 25 Terminology There are certain phrases or titles that have changed from IT SoccerNet to the new AIMS Program Please familiarize yourself with the new terminology below Where possible The ITSoccerNet Terminology f i Select Categories Register Existing Members Add New Members 26 has been changed to has been changed to has been changed to has been changed to OSA has been able to retain former phrases and titles AIMS Terminology Program Registration Create Edit Team Batch Player Registration Registr
19. ation of Individuals has been changed to Qur Details Void Cancelled Terminology There are additional phrases that may be new to users of AIMS This is a registration that was never valid at any point possibly due to error made at time of entry This is a registration that was at some point valid but now has to be cancelled for some reason New Registration of Individuals This is a New Player registration New Role Registration of Individuals This is used to set up a new Non Playing Role Update Details Contact Details Registrant Active registrant Mixed Status Classifications Needs to be chosen 1f you decide to update any field in he top portion of the Individuals Registration Needs to be used if you wish to view amend the individuals contact details including Address Phone Number etc A person whose record is in The OSA database and has been assigned an OSA Registrant Number A Player team official administrator or Referee who is registered for the current season A team classification which permits both male and female players This indicates the status of the registration record and includes Active Inactive Pending Duplicate and Delete Mini Soccer Outdoor Mini Soccer Indoor Mini Soccer Futsal Youth Outdoor Competitive Youth Outdoor Recreational Youth Indoor Youth Futsal Senior Outdoor Competitive Senior Outdoor Recreational Senior Outdoor Recreational 5 a
20. cial Refer to Page 18 Switch View allows you to tab between Committees Groups and Education 2 a Oleh Canenkh Home REGISTRATION AVFC User peterboro user Role s Club Registrar Ie OSA Reg No First Name ub Lin 2662288 R Bruce Page 1 d Fon My Details Doerd of Directors My Organisations ae Commas qiStratic Club Ex Commitee Website E w a lification review ive From ee er At Slayer Registration Administrator Computer Advisory Group 2003 08 01 Proen Discipline Committee Membersm gt tba Committee Grounds Committee Waiver Signed JBCommittee Committees lalala Lunch Committee Membership New Committee Compextions Teams Events TRG Soccer Committee Soccer Committee Technical Committee Tournament Committee Voluntary Committee workaholics anonymous Board of Directors v Committee DOB 1946 05 03 Last Name Henderson Effective To 2009 06 30 Status Active Switch View Club l Pete Introduction This will explain the process for registering a registrant as an Administrator How to access this Function From the Registration Portal select Registration an Individual search for an individual the Registrant Details window will open Click on the New Role button Process 1 Add a Role Change the Role field to Administrator Update the Effective Dates of registrat
21. e Datarhara Ilene ins I REGISTRATION LOGOUT User peterboro user Role s Club Registrar Plesk Canenh y Details y Organisations sam List lebs te Editor Ow ords L Name Number Type Status Pro Am Classification Age Group Gender League Level Division layer Registratio What ie Claeeificatinn Standard Edi Delete uy D2110 Club nate amateug What s Classificatio Standard by Mixed ASS M01 eae gt purpose OSA 7777 x pae as yourteam pas Club Active AMATEUR TEst classficication Under 10 Mixed Eda Delete AAAY outhU12 AAA12 Club Active AMATEUR TEst classficication Under 12 Male cams Hattrick 12222222 Club Kulla AMATEUR Senior Competitive ARES Male rents So aan rt yt a o AEST ede t Delete North Stars 333 Club Active Senior Recreationa Ex aati Female North Stars A iS Club Active AMATEUR Senior Recreationa Over 30 Male Bombers deci Club Active AMATEUR Junior Competitive TEST U12 Male Edt Delete C Team Club Pending AMATEUR ov Competitive lover 35 Mixed Senior Competit ve Ed Delete azzurr 2722 Club Active AMATEUR Sen Over 35 Male PHSA Tournament Pending Senior Recreation Over 30 Male Page 1 of 7 lt Prev gt lt Next gt Total Records Exit m Webpage Dialog https ontariosoccer net Create Edit teams Name Registration Number I ducti ntro uction Classification Age Group Gender i a v This will explain how to create L L and edit teams for
22. h For Club _ lf you have arrived here you are either looking for information on AIMS or were looking for a Club League or District Association website If it was the latter Step 2 please ask the organization in question to contact The OSA s Information Systems Department ISD to complete their website setup ISD can be reached through the email address below Follow the AIMS Home Page amp AIMS Web site Portal link More information on AIMS will be provided here over time including help documentation known issues and other details AIMS Registration Portal Should you have questions or need technical support please contact us Aimshelpdesk soccer on ca aims ontariosoccer net Step 3 In the top right hand corner you will enter User Name pu Password pu case sensitive Step 4 REGISTRATION a User Matthew Greenwood Role s Club Registrar The Ontario Soccer Association You will now be able to view the Main Menu for AIMs registration CHANGE PASSWORD Our Details Registration of Individuals Task List Committees amp Other Groups Batch Player Registration Registration Management Note Program Registration Allocate to Teams Create Edit Team Grade Players Survey Administrator Screen Views may appear slightly dif ferent depending on the web browser ea An AIMS Club styled website can be accessed on completion of a Registration Training Session and signing the User Agreement provided by your District
23. he Show Al Re cords box in both filters Review list of pending registrations An individual can be reviewed by checking the Go box to the left of their name You have the option of refreshing view When completed click on the Exit button if yo select to Go to a record as per 4 above e You are now in an individual registration as in Page 15 Select Player Program and Classification amp Playing Season updates automatically The Registration Effective and Termination Dates will be updated automatically Optional click the check boxes in the Documents Received area for your own re cords these do not affect the business rules of the database Update the Status to Active if registration is ready to proceed Click the Save and Proceed button to continue Registration Management E T yi umei ogn Ti P Aare pra T amp Lis j e a Wa H ss s ss Z Se _ re F lt Function Notes gt Cib Satch Logged in aac Peierbaro User hpu 1 Searchable Fields METOTO 2 Search button 3 Search results 4 Select individual to update record 5 After record is updatedNclick on the Save and Proceed Petert button x HAHH b A eene meen e yey z epee Logged in as Peterboro Us Lom Lar Hame Larisisrarr ydl eens Lae w i w w r riqa ae Previcim Nationa Aamo ciation Previgus Clue Ten L
24. idential District Type Save Details Close Exit Save the player details Introduction If after searching you do not find the registrant you are seeking you can add a new registrant to the database How to access this Function From the Registration Portal select Registration of Individuals Process 1 Complete Search as per page 10 2 Ifthe individual is not registered in the organization s database the search result will be No Records Found Click on the Add New Registrant button Complete all required fields Click on Save button To exit function click on the Exit button oot a 11 Edit Registrant Registration Details ndows Internet Explorer Lp dorksoncer proservek com Prerelease OSACubsiper tals PoterboroughCtty top bz dika QiCorwert FPS Sekt Function Notes anand in ar Batncharn ane fns 16 Personal Details 2 Buttons for Non Playing Roles Contact Details and Update Details 3 List of registrations changes depending on selection in Function 2 above 4 Action buttons Exit Attach Back Clear New Role and New player registration 5 Contact Details 6 Save button after edsti details REGISTRATION User peterboro use Role s Cub Repstra DSA Rep No Dos 2662266 R Bruce Henderson 1946 06 05 Registration History AJ Records i Chub Name Season Program Received Ciigit
25. int from which all areas of the Registration Portal can be accessed Refer to the image and bullets below to understand where different areas of the CMS are located How to access the Registration Portal Follow the instruction on Page 2 How To Start Tips P e Inthe Main Menu of r the Registration Portal e After logging into the Registration Portal you may if you hold your cursor over a function button e Start a registration process you see the Hover e Change your password Text which provides e Logout of the database more information about the function per formed when clicking on that button e Press F11 to increase the view displayed on your monitor Our Details Function Notes 4 Oleh Canenh Home Organization s Contact Details Secondary Address Setting Default Address Save button Exit button AVFC User peterboro user Role s Club Registrar Club Link wage 1 Forum My vstails N My Organisations j website Editor Se Play gt Registration Number Building Name Local Number ten s slumbus Bidg 1 Office 613 635 7765 Competitions Fax Teams Events Website Province Ontario ntario WWW S OT eastern Ont www soccer northeastern com Email Address Postal Code K8A 1B3 sne soccer on ca Canada Office oO Set this as our default address Set this as our
26. ion if necessary Fill in the position title of the person in this role Select a Committee Group in the Committee field pull down if necessary Click on the Add button to add this role or Delete button to delete this role Click on the Save button to save the record or the Delete button to delete re cord When completed click on the Exit button From the resulting Grading Players Function Notes Oleh Canenh l anand in arm Datarhara Hear La l REGISTRATION inca Filters to limit players User pu Role s Club Registrar a Club Link visible 2 Grade to be assigned 3 Available players to grade My Details ssi T 4 Check box to select players scares Team a1 a Webs te Editor Role to receive that grade 5 Players that have been s graded 6 Move Player Buttons 7 Exit button Player Registration Birth Year 1982 v Gender dae Show Ungraded go Select Ind uals First Name Last Name DOB Remove First Name Last Name DOB Mark ante 05 06 1982 C Mark Cristante Osertss E nicolas hulot 03 08 1982 0000000 r Total Individuals Total Individuals Exit Internet Introduction This will explain the process to rate the ability of your players How to access this Function From the Registration Portal click on the Grade Players button Process Select from the filters
27. lick on the Back button if you want to go back to previous view When completed click on the Exit button 18 Reports Function Notes select Report Team Roster ot y Current or future season 24 hours in advance Set Report Parameters dE a ae a Default District Default to your Club Season ndoor 2009 2010 Teams available from with your Club 2009 v o neneralg report button Hamilton and District Soccer Associ v 7 Report View 8 Export Team Ros A specific format Select Report Team Roster Set Report Parameters Durham Region Soccer Association Y Please Specify Filename and Format for Export Filename Forma Fo ahok n W ma tal Team Report Bu This will explain the process for creating a variety of Reports and a Team Roster How to access this function From the Registration Portal click on the Reports button Process 1 From the Select Report drop down menu identify the type of Report you want to run 2 Different reports require different levels of information If an option is greyed out then this is defaulted based on your User Level 3 For Team Rosters identify e The Season e The Date IMPORTANT AIMS recognizes that Players aren t eligible to play until the day after they have registered so set the Date for tomorrow e Select your District e Select your Club e Select the Team from the dropdown options 4 A report
28. nstructors will be provided with a script to demonstrate the functionality of each area e Emphasize to learners that by the end of the session they will be able to e Register members to a club e Set up programs e Register Players Coaches and Administrators e Set up teams and assign personnel to teams e Learners can use the shaded margin to write any additional notes they feel are necessary For Instructors this shaded area will hold key information and commonly asked questions that may prove useful during each session e Refer the Users regularly to the page in the manual e Instructors will be provided with a script for practical application e Learning can be tested at the end of each section by a brief question and answer ses sion at the end of each page e Encourage learners to ask questions or ensure they know where to go if they have questions in the future This information is available at the front of their User Manual The Registration Portal Function Notes REGISTRATION User Matthew Greenwood R gt ole s Club Registrar The Ontario Soccer Association Username and Roles CHANGE PASSWORD Logout and Change oures __ Registration of ndiviuais Committees amp Other Groups Batch Player Registration Registration Management Registration Main Menu Pogram Regerato Password links Create Edit Team Grade Players Survey Administrator Data Export Introduction The Main Menu is your central po
29. nt as per page 11 3 Select the Registrant and click on Player Registration button 4 Select Player Program OSA Classification and Playing Season will automatically update 5 Optional click the check boxes in the Documents Received area for your own records These do not affect the business rules of the database but provide the Club User with a good checklist of documents required and received for registration 6 The Registration Effective From and Effective To dates are updated automatically 7 Update the Status to Active if registration is fully completed 8 Click Save and Proceed button to continue or clear or go back to previous screen 9 View registration summary after registration is saved 10 When completed click on the Exit button Batch Player Registration Function Notes 1 Filter menus Gender Birth Year Season Program and Team to refine visible players 2 List of Players 3 Select players being registered in batch 4 Select Season and Program to which players are being registered 5 Back button Re Register button Exit button Tips An individuals names will ap pear more than once if they have multiple registrations within the Club and the filters don t affect each registration If there are problems with any of the registration an exception report will be generated imme diately and provide you
30. re the registrant details correct Click on Contact Details to view details Y Add new registrant Data enter details and Save Details Edit registrant details Provide new details and Save Details Select Player Program Update status to Active if registration is complete Click the Save and Proceed button Register as Player Function Notes 1 Player registration button 2 Player Program Field 3 Check boxes for documents required for registratio 4 Clear Back Save amp Proce Buttons 5 Registration Effective From and Effective To dates Summary of Registrant Status butto Exit button d oe HHH Tips If you are registering a new registrant as a player you must complete and save the Player Registration in order for the new Registrant Registration to be saved If there is data missing in the Player Registration it is better to set the Status as Pending rather than just exit Checking the Documents Received box may be useful in order to check the reason why players may not have been as signed to a team 14 Search Registrant Select Registrant Registrant Details Search Club Select Club Registration Details F Reports Title First Name Middle Name Last Name Known As Mr v Matt Greenwood DOB Gender Statu
31. s Code First Name Last Name Known As wy n n Nebsite Editor Henderson Player Registration DOB Status Gender Registration Date Player Status Membership Active v Male v All vi Competitions sccent Club Name District Association Teams Mj Ss C Search entire database Events When you search local dg inside the club only only First Name or Last Name are mandatory The rest are optional When you search the entire database the fofewing fields are mandatory either OSA ID and DOB or First Name Last Name and DOB HAAHR amp Exit ee Internet Introduction This area allows you to search for an individual by Name Date of Birth or OSA Tips Registration Number e Instead of clicking the Search button simply press the Enter key on your Ea keyboard to activate the Select the Registration of Individuals option from the Registration Portal How to access this Function search e Press Tab to move between fields rather than pointing Process and clicking your mouse to advance from one field to Type in last name of person being registered the next Select Gender NOTE Ifthe person is a female make sure that you change the e Inthe training environment gender to Female you can perform a search Click on the Search button by last name only In the e Ifregistrant s record is found click the Select button next to the matching live environment a local member search ie the Club s
32. s PH Type t Male v Active v w Update Details Non Playing Roles Contact Details Regi ation History Show All Records Fi Non Playing Roles Cluc Name Season Program Received Eligible Expiry Status Cancelled Whitby Iroquois S C 0525 pierre 2008 05 28 2009 05 28 2009 12 31 Active Salem Indoor Soccer League 0539 yn ee 2008 11 06 2008 11 06 2009 05 31 Active Whitby Iroquois S C 0525 Outdoor 2008447 2008 05 21 2008 05 21 2008 12 31 Inactive Page 1 of 1 lt Prev gt lt Next gt Total Records 3 OSA Clas ication Season layer Prygram i _ First Name Last Name Player Age DOB Club me sokcer academy w N o Indoor Indoor 2009 2010 Fic eck here if the player has ever registerecNo py soccer in another teyntry Registration Date Effective From Effective To V waiver C Parent Guardian Signatures 2009 10 29 2009 10 30 2010 05 31 C Proof of Age Payment Received Cli the players current or most recent registration outside of OSA Nocuments Received Notes Preferences Status N Active Reg not Active Untill Waiver Checked Introduction This will explain the process for registering a registrant as a player How to access this Function From the Search Results window select the individual to be registered and click on the Player Registration button Process 1 Perform a Registrant Search as per page 10 2 If person notin database register as New Registra
33. te Cxpery Status Cancelled Sane Go Petechoreush Ce sason j Usern prebor eser PFrolersi Club Fegirar O54 Reg Ho Firat H ooa a Dg 2882288 R Bruce Henderson 7526 94 03 l has PEE ee x ena Steere hi i eee a Update Daraa Introduction The information for each registrant should be reviewed and updated This will explain how that is accomplished How to access this Function Tips After adding a new registrant or after selecting the correct registrant from a list of names you will be presented with a page listing Personal Details and the individuals Telephone numbers will jump registration history You will need to click on the Contact Details button If you added across boxes automatically so you the registrant this step is most likely unnecessary don t need to tab across Process Stress the importance of keeping each registrant s contact details 1 Enter Personal Details for new registrant or update Personal Details for exist up to date Once fully operational ing registrant the AIMS program will offer a 2 Review registrant s record by clicking on buttons for Non Playing Roles Contact communications system that has Details and Update Details the potential to reach every 3 Access and review the previous registrations of registrant registrant in the database 4 Options available for next step Exit Attach Back Clear Other Reg and Pla
34. ther Groups Batch Player Registration LS UU Individual Is person a Registering as Registrant Search registrant in NO Administrator database Y Check registrant details Add new registrant Are the registrant details correct Data enter details Click on Contact Details to view details and Save Details Edit registrant details Provide new details and Save Details gt Click on the New Role button lt y Select organization with which individual is registering v Change the role to Administrator and type in the Position Title Y Select a Committee if the person is on committee Y Click on the Save button Register as Administrator Function Notes 1 Administrator Role 2 Effective From and Effe To Fields 3 Position Title 4 Committee Selection 5 Add Delete and Switch View buttons 6 Backand Save buttons 7 Exit button x Tips Committees and Groups need to be setup prior to completing this task In training the User must select an organization to register as an administrator but in live environment the administrator registration will go directly to the club DO NOT choose Coach from the Role drop down menu Coaches should be registered under Team Offi
35. will be generated showing Team Officials Players and Effective Date when you click Generate Report 5 Click Export to export the report into another format ie Word PDF Excel etc A box will appear for you to name the file and pick a format then click continue 6 Click on the Report Name you just created to continue to export 19 C Function Notes List of existing Committees Task Forces Advisory and Steering Groups New group entry field Status of new group Save button Edit button Exit button mv DY m Do IS Tips In this section the term Groups will be used to mean Committees Task Forces Advisory and Steering Groups The groups must be setup before registering the Administrators as they are assigned into these groups as part of their registration Marking a group as deleted doesn t mean it will be removed when you exit out of the Registration portal Itis a soft delete An inactive group should not be deleted but marked as Inactive which will mean an individual cannot be added to it The list of groups can be sorted by name and status 20 ommittees and Other Groups Home page A ia n 1 ers Aleh Canenh l nannan in ace Datarhara Hea REGISTRATION User p terboro user Role s Club Registrar Club Link Pase 1 Forum Netails My Organisations I Website Editor dvisory and Steering Groups
36. with an update on what issues came from your registrations in the form of a CSV file which will open in Excel or other spread sheet database programs narum I My Details Peterborough City FC l nannan in ar Datarhara Ilen REGISTRATION AVFC User p terboro user Role s Club Registrar Home Club Link Page 1 My Organisations Results Gender Birth Year From Season From Program From Team Website Editor Showa Records F Female v i 1982 v 2008 Summer Seas or OSa 2eg No First Name Reperi Valid From Valid To Status Loan Status 2662292 Kristina Dobson 1982 03 29 2009 01 07 2009 03 31 2009 03 31 Active Player Men oership 2662387 Kristina Dobson 1982 03 29 2009 01 07 2009 03 31 2009 03 31 Active l ampetiti as 2662292 Kristina Dobson 1982 03 29 2009 01 06 2009 01 07 2009 03 31 Active Teams 2662118 Kristina Dobson 1982 03 29 2008 09 30 2008 10 01 2009 03 31 Active r Events Page 1 of 1 lt Prev gt lt Next gt Total Records 4 WI To Season To Program To Classification To Team Exit 2008 Summer Seasor Senior Recreational Robbruce United Re Register Internet Introduction This will explain the process for registering a returning group of players into a new season How to access this Function From the Registration Menu click on the Re Register Players button Select the organization to which the players will
37. yer Reg regarding competitions 5 Ifregistering new registrant or editing existing registrant enter or revise the discipline surveys etc Contact Details 6 Click on Save button after entering details or editing details 12 Player Registration Process Home page Windows Internet Explorer JS gt http ontsoccer proserveit com Prerelease OS4Clubs portals PeterboroughCity top b 2 x Google P Fie Edit View Favorites Tools Help Google Gl v Goo E Bookmarks hs blocked 2 Check gt W Autolink YH AutoFill ap Sendtos A settings gt gt oe gt w we 38 wo unread Rogers Yahoo M Home page x fay A dh i Page Gj Tools A Peterborough City FC 7 f Club Search Home AVFC Club Link Page 1 Forum My Details My Organisations Website Editor Registration Membership Competitions Teams Events Peterborough City REGISTRATION User peterboro user Role s Club Registrar Our Details Committees amp Other Groups Program Registration Create Edit Team Individual Registering as Player Registrant Search Logged in as Peterboro User pu lt kosour CHANGE PASSWORD Registration of Registrants Players Team Officials and Grade Players Survey Administrator rte Is persona registrant in database Check registrant details A
38. your organization https f aims ontariosoccer net OS4PlayerRegistration Dialog Wrapper aspx iurl AddD Internet How to access this Function From the Registration Portal click on the Create Edit Team button Process 1 Review the list of existing teams within your club 2 Select Edit or Delete as necessary If you select Delete it will only change the status to Delete but will not actually delete the team 3 Click on the Create New Team button if you need to add a team a new window will open e Fill in the Name and Registration Number fields e Note Team Names should be individualized by using the second portion of the registration number field rather than the team name field For instance all teams with a club could be called XX S C Flying Eagles and then the birth year 1999 boy s team could be coded as registration num ber 99b This distinction would then stay in place for the entirety of that team s playing career with the club e The 1st box of the Registration Number is the Club Type and Club Num ber e The 2nd box is the Individual number as defined by the Club i e 99b e Select from the drop down lists to choose the Team Type Classification Age Group Gender e Click the Save button e Click on Exit button when complete Registrant Registration Process REGISTRATION Locour User Matthew Greenwood Role

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