Onsite Logic Questions to Think About - as of 2/07/11
Think about what will make your temp’s life easier onsite. You should allow yourself at least 2 weeks to fully test and make updates to your onsite logic. Be sure to triple test your badge reprint options!!
· Submit Ticket in Jira
· Issue Type: Task
· Component: TNS – Onsite Logic
· Summary: Onsite Logic Request
· Priority: Major
· Due Date: 5 business days
· Attachment: (this document)
· Additional Assignee: Registration Coordinator (team)
Reg Mgr: Michelle McClenny
Show Name: ACC 2012
Standard Questions:
1. Will the website be live during show? Yes
a. If yes, what date & time will set up begin (need date, time and time zone)? 3/19/2012 8:00am CST
b. If no, what date & time will the server be traveled (allow at least 4 hours)?
2. Will reports be live onsite (only if website is live onsite)? Yes
3. Will TNS in the office need to be linked to the server on show site (only if website is live onsite)? Yes, for look up only.
4. Do you need a train database? Yes
a. If yes, when do you need it (need date, time and time zone)? 3/20/2012 and 3/22/2012 10:30am CST
5. Are you doing a live membership update (i.e. we do not get a file from the client to import, we access their database directly)? No
a. If so, have you made arrangements to handle this onsite?
6. Are you doing a nightly Expo Portal update? Yes
a. If not, are you doing a live ECO update through the client (i.e. we don’t have Expo Portal but we don’t get a file from the client and do the updates manually each week)?
b. If yes to either question, do you want to turn of the “grayed out” fields so you can make changes onsite? No
7. Do you have any websites that will be live onsite (including advance sites)? If yes, please list them Yes, Attendee, Exhibitor, and Self Registration (Sites that are NOT live onsite – Media, Group, and NCDR)
Onsite logic questions to think about (not a complete list)
1. Is fee type 4’s date set to the first day you will be setting up onsite? Yes (this could affect your transmittals and reports if this is an incorrect date)
2. Are there fields that can be skipped now that don’t apply onsite? Yes, Source code, Post mark, date received, and msg code (i.e. badge mailing option) – this is the tab or enter order
3. Should the source code default to “O” for onsite? Yes
4. Do you need the ability to print all badges linked to an ECO/GCO? Yes, Option 1, but ask if we want balance dues and printed badges to print each time we do a badge.
a. Option 1 - print badges where “Badge Printed = No” (i.e. only new ones added or not printed – if you need to, you can reset the print flag by pressing CTRL-B in each record for any changes you make so they will print out as well)
b. Option 2 – print all badges no matter if the badge has already been printed or not
5. Is there a payment type set up for “Cash/Travelers Check”? If no, do you need it? Yes
6. Are there any other payment types you need? No
7. Do you want email confirmations to go out while you are onsite from Assisted Reg (only if your website is live onsite)? Yes
8. Do you want a badge to print if they are a balance due? No, only with manager override.
9. Do you want a badge to print if they are a PRB? No, only with manager override.
10. Do you want a box to pop up to say that the badge has been printed? Yes (F10 to print or ESC to add badge replacement fee)
11. Is there a badge replacement fee? No If so, is the event code set up? If not, add it and this will affect your transmittal. The standard is listed below:
a. Event Type “BADGE
b. Fee schedule “BADGE” – for member type of “ALL”, fee type “ONSITE”
c. Event Code “BADGE”
12. If you require a badge reprint fee and the badge has already been printed and the event code does not exist, should we stop the badge from printing? N/A
13. For reprints, what options do you want on the reprint screen?
a. Name Badge Only
b. Spouse Guest Badge Only
c. Ribbon Card Only
d. Portfolio Vouchers Only
e. JACC Voucher Only
f. Tickets Only
14. Are you using self reg? Yes, print only.
a. make sure that source code is “S” for self reg when testing in advance so reports onsite will work
b. make sure that there’s a way to see if a badge was printed at self reg vs. assisted (if you want an onsite report for this, contact DBHelp)
c. do you want email confirmation to go out while you are onsite from Self Reg (only if web is live onsite)? Yes
Additional Logic
Need the money transfer button to transfer group money from the GCO record into all balance due GRP records. This is currently in print TNS as (Ctrl-U).
For #4 above.
Need to ask the following questions for both ECO and GCO when printing all records attached. (Alt-H)
-Print Already Printed Badges? Yes or No (working)
-Print Balance Dues? Yes or No
Member Types 11 & 12 should require a member ID
Member Type 5 should only require demo questions Q1, Q35, Q36,Q37, Q100 and Q115. It’s only requiring Q1, Q100, and Q115.
Missing option to add an EXH record after you F10 in an ECO record, this can be found in ASTRO 2009.
When GRP records are created there are additional fields that should be checked other thendate to charge the correct fee type. Currently the around the block GRP's (yes/no field in tblexhibitingcompany) are not being chargedFee Type 4.Can you look into this?
For REG TYPE NCD;
Hide badge reprint option with Ctrl-O functionality.
If a record gets a CCN message when processing payment do not allow the badge to print unless a manual override is used (Ctrl-O)