Collect as many files/documents as your organization requires during the registration process - including player birth certificates, insurance cards and more - with custom file uploads.
From the navigation, select Settings > Data, then click on Custom Data. Under Custom Data, there will be a list of Data Categories. Each data category displays the corresponding list of Custom Data Attributes. Administrators can create new custom attributes by choosing the Add New Data Attribute button in the upper right-hand corner of the table.
Select the Input Type option, titled File Upload. File Upload custom data attributes will appear the same as Text input types - with a label and a text input - when adding/editing the Data Category records.
When a registrant clicks into the File Upload input area, it will open their local file browser. Selecting a file closes the file browser and lists the file name in the text input.
Users must click the Save button in the Add/Edit dialog to upload the file. Once the file upload is complete, the dialog will close.
The words "View File" are displayed as a link next to the Attribute Title once the file has been uploaded.
Clicking the file name will open a new tab/window with the file. If the file is encrypted and the User is not a Full Admin, the text will not link to the file.
File Management
To see all of the files your club has collected, as well as the upload date and the user who uploaded each file, follow the instructions below:
1. From the navigation, select Reports > Uploads > General.
2. Evaluate the Data Categories in the left-side section. The Categories are displayed as an outline with collapsible files under Household Members and Clubs.
3. Selecting any of the Data Categories will expand them to show any custom data "File Upload" types by their Attribute Title values.
4. Clicking an Attribute Title lists all files uploaded within a DataGrid table - displaying the file link, the size of the file, and the user.
Custom Data: Clubs
Club Management Site Administrators are able to create custom data attributes associated with specific clubs so they can track, filter, and report on specialized data needs.
Settings > Data has a category titled Clubs under the Custom Data tab. Selecting Clubs provides related Custom Data Attributes management.
Custom Attributes are included in the Classic Clubs > select club > Info tab.
In addition, the Custom Attributes titles and saved values are displayed on the Individual Club Management page under the Club Information tab. Custom Attributes will be included in the Edit Club Info dialog.
Report Builder displays a data object category for "Club Registrations" and a sub-category for "Club Info."
Selecting Club Info requires the Site Admin to identify which Seasonal Scope they wish to report on. The data objects under Club Info that are automatically provided by the system include Club Name, Club Status, Club Acronym, Website, Year Founded, Street Address, City, ZIP, Club Email, Club Phone, and Club Fax.
Selecting the data object for Custom Data provides a list of related Custom Data Attribute titles within the Reports Filters.
Custom Data: Players
Club Admins are able to create custom data attributes associated with club players so they can track, filter, and report on specialized data needs.
Reports & Data includes the data category, Club Players, under the Custom Data tab.
Selecting Club Players provides related Custom Data Attributes management.
Custom Attributes are included in the Configure Table Data dialog on the Individual Club Management page under the Players tab.
Saved values for Custom Attributes are displayed in the DataGrid table if the columns have been selected.
Custom Attributes are included in the Add Player to Seasonal Club Pool dialog.
In addition, the Custom Attributes titles and saved values are now displayed in the top "content bubble" on the Individual Seasonal Club Team Management page. Custom Attributes are included in the Edit Player dialog.
Within Settings > Data, there is a sub-category called "Club Players" under Club Registrations. Selecting Club Players requires Site Administrators to identify which Seasonal Scope they wish to report on.
The system will provide the following Club Players data objects: First Name, Last Name, Player ID, Birthdate, Gender, Seasonal Club Teams, Email, Phone, Household Name, Street Address, City, State, ZIP, and Country.
Selecting the Custom Data data object provides a list of related Custom Data Attribute titles within the Report Filters.
Custom Data: Club Team Staff
The Data Reporting & Management dashboard includes a new data category, titled Club Team Staff, under the Custom Data Management tab.
Selecting Club Team Staff provides related Custom Data Attributes management.
Custom Attributes are included in the Configure Table Data dialog on the Individual Club Management page under the Team Staff tab.
Saved values for Custom Attributes are displayed in the DataGrid table if the columns have been selected.
Custom Attributes are included in the Add Team Staff to Seasonal Club Pool dialog.
In addition, the Custom Attributes titles and saved values are now displayed in the top "content bubble" on the Individual Club Team Staff Management page. Custom Attributes are included in the Edit Team Staff dialog.
Within Report Builder, there is a new sub-category called "Club Team Staff" under Club Registrations. Selecting Club Team Staff requires Site Administrators to identify which Seasonal Scope they wish to report on.
The system will provide the following Club Team Staff data objects: First Name, Last Name, Team Staff ID, Birthdate, Gender, Roles, Seasonal Club Teams, Email, Phone, Household Name, Street Address, City, State, ZIP, and Country.
Selecting the Custom Data data object provides a list of related Custom Data Attribute titles within the Report Filters.