creating permits - community use of schools
TRANSCRIPT
Com
Versio
Pub
Crea
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on 2.5
blic Us
ating P
nity Us
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Permit
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Schoools MManagger
Public User Guide 2 | P a g e
Notices
© 1999-2011 DMS Technologies Inc. All rights reserved. All parts of this manual are the property of DMS Technologies Inc. No parts of this manual may be reproduced in any manner whatsoever including mechanical or electronic media such as disk or tape. No part of this manual may be transmitted in any form by any means without the prior written permission of DMS Technologies Inc. eBASE Works and Community Use of Schools Manager and associated logos are trademarks of DMS Technologies Inc.
DMS Technologies Inc. 330 Vansickle Road, Unit 5
St. Catharines, ON L2R 6P7
Public User Guide 3 | P a g e
Contents
1.0 Public User Guide ................................................................................................ 4 1.1 Login screen 1.2 Account Type 1.3 Organization Information 1.4 Agreement 2.0 Creating a Permit ................................................................................................. 6 2.1 Interface 2.2 Step 1 – New permit 2.3 Step 1 – Insurance 2.4 Step 1 - Equipment 2.5 Step 1 – Ministry of Education Questions 2.6 Step 2 – Add Bookings 2.7 Step 2 – Select Dates, Times, & Spaces 2.8 Step 2 – Quick Select & Actions 2.9 Step 3 – Fees at a glance 2.10 Step 4 – Comments 2.11 Step 5 – Details Overview 2.12 Final Tasks 3.0 Viewing the Calendar ......................................................................................... 17 4.0 School Catalogue ............................................................................................... 18 5.0 FAQ Section ....................................................................................................... 19 6.0 Options ............................................................................................................... 20 6.1 Options – Personal 6.2 Options – Organization 6.3 Options – Billing 6.4 Options – History
Public User
1.0 P
The Publspace wiCommunNew Userand enter
1.1 Login
Helpful H
The systeread all of
Guide
Public Us
lic User Portathin schools
nity Use websr section. If yr your user n
n Screen
Hints
em has importf the informat
er Guide
al has been ds. To begin usite and folloyou already hname and pa
tant informatiotion on the scr
designed to using the sysow the link tohave an exis
assword.
on posted onreen.
allow groupsstem, pleaseo eBase’s Pusting user na
it throughout
s and organie visit your loublic Portal. ame and pass
t. Please mak
izations to reocal School BClick “Get Ssword set-up
ke sure to tak
4 | P
equest the uBoard’s
Started” undep, click on lo
ke the time to
P a g e
use of
er the ogin
Public User Guide 5 | P a g e
1.2 Account Type Your Account type is very important, please make sure to consult your CUOC if you don't know what permit type you are. If you select the wrong permit type, the CUOC will help you change it but be aware some permits may be cancelled if the wrong Account Type is selected.
1.3 Organization Information
You can select to enter no organization, join an existing organization (your organization administrator will need to authorize you via email) or you can create a new organization if yours does not already exist.
1.4 Agreement Please take time to read the board agreement before you click the agreement checkbox.
Helpful Hints
You will be required to respond to a notification email to ensure your email address is valid. Your account may not be activated until the CUOC has approved it.
Public User
2.0 C
The purCommunlocation
2.1 In
Taclis
2.2 S
Athchsc
Guide
Create a P
rpose of thnity use of , dates, boo
nterface
he interface fctive permits sts the Permit
Step 1 – New
A tutorial is ahrough the apheckbox at thcreen.
Permit
his section Schools Peoking times
for your portafrom the “Pe
ts in their own
w Permit
available whepplication proche top right. If
is to provermit. The Ps, associate
al is very simpermit” screenn sections ba
en you initiallcess. If you nf you need to
vide you wiPermit you c
d costs and
ple, you will b. This screensed on the Pe
y create a pno longer nee see the tuto
ith the stepcreate will cd other imp
be able to reqn is configureermit’s status
permit. Pleased the tutorial,rial again, clic
ps necessacontain the portant infor
quest new peed in an easys.
e use this tu, simply click ck "Help" on
6 | P
ary to submpurpose of
rmation.
ermits and may-to-read form
utorial to helpthe "Hide Tuthe top right
P a g e
mit a f use,
anage mat. It
p you torial" of the
Public User
2.3 S
Y
Ascman
If an
2.4 S
Eepa
Guide
Step 1 - Insu
Your permit wi
All groups muschool facility b
million). The inny other pers
you do not hn insurance c
Step 1 - Equ
Equipment avquipment, provided fieldssociated w
urance
ll not be appr
st submit prooby submittingnsurance policon for whom
ave insurancecertificate on y
ipment
vailable for lace a checd. Dependinith using the
roved until pro
of of compreh a Certificate cy must coverthe party is re
e, select the 'your behalf an
rent is listedkmark in the
ng on the sce equipment
oper insuranc
hensive generof Insurance
r the activitiesesponsible.
'purchase insnd the cost w
d on Step 1e small checchool board .
ce has been a
ral liability ins for an amouns of the Autho
surance' optiowill be added t
. If your eveckbox and lis and their p
arranged.
surance whennt not less thaorized User a
on and the Boto your invoic
ent requires st the quantpolicies, the
7 | P
n applying to ran $2,000,00nd the activiti
ard will purchce.
any of the tity needed ire may be
P a g e
rent a 0 ($5 ies of
hase
listed in the costs
Public User
2.5 S
InOacl
Guide
Step 1 – Min
n order to cOntario Minis
nswer the thlick the “Nex
istry of Edu
continue to stry of Eduhree questioxt” button to
ucation que
support proucation requons to the be
move on wit
estions
ograms sucuires certainest of your ath the Permi
ch as Commn data for bility. Once it Creation P
munity Use reporting pthe question
Process.
8 | P
of Schoolsurposes. Pns are answ
P a g e
s, the lease
wered,
Public User
2.6 S
Sb
Guide
Step 2 – Add
Step 2 is the utton to beg
d Bookings
point at whicin creating a
ch Bookingsa Booking(s)
s are added ).
to the Permit. Click the
9 | P
“Add Bookin
P a g e
ng(s)”
Public User
2.7 S
Casloath
Guide
Step 2 – Sele
Clicking the llows you toingle, daily,
ocation of thre displayed
he “Add Boo
ect Dates, T
“Add bookio determine weekly, be Booking.
d when the faoking(s)” butt
Times and S
ng(s)” buttothe “when” i-weekly or The spacesacility is seleton.
Spaces
on opens thand “where”monthly oc
s available foected. Once
he “Add boo” for the Peccurrences. or rental (gythe Space a
oking(s)” bormit. Bookin
You must ym, classrooand Dates a
10 | P
ox. This funngs are set u
also selecom, outdoor are selected,
P a g e
nction up as ct the
field) , click
Public User
2.8 S
It “Q
Tse
Guide
Step 2 – Qui
may be necQuick Select
This allows yoelected, clic
ck Select &
cessary to alting” the Boo
ou to select k the “Apply
& Actions
lter a Bookinokings you w
Bookings bay selection” b
ng for a numwish to alter.
ased on diffebutton.
mber of reaso.
ering criteria
ons. This is a
a. Once the c
11 | P
accomplishe
criteria are
P a g e
ed by
Public User
Oaleth
Wba
Guide
Once the Boos specified b
eft of the Boohe individual
With the bookutton to opend change t
okings are sebelow. (You oking you wol Booking wi
kings selecteen the list of he start and
elected, theycan select Bould like to athout affectin
ed, you can actions you
d end times o
y are indicatBookings indalter. You cang the other
now performcan apply. A
of the selecte
ted by a chedividually by an also doubrs.)
m a series ofAt this point ed Bookings
eckmark nexy clicking theble-click the
f “Actions”. Cyou can rems.
12 | P
xt to the Boo checkbox toBooking to a
Click the “Acmove Bookin
P a g e
king o the alter
ction” ngs
Public User
2.9 S
TthCe
Guide
Step 3 – Fee
The Paymenhe CUOC wi
Costs. Whenntirety.
es at a glanc
t screen wilill be review you receive
ce
l show you ing the Perme a copy of
an early esmit to add anyour approv
stimation of ny necessarved Permit,
fees. Pleasry charges sremember
13 | P
e remembesuch as Custto review it
P a g e
r that todial in its
Public User
2.10 S
Tp
Tco
Guide
Step 4 – Com
The Supervisresent. Plea
The Special Ionsideration
mments
sors field is inase provide a
nstructions fn. This inform
ntended for at least one
field should mation will be
you to list anname and p
be used if ye seen by th
ny supervisiphone numbe
you require ahe CUOC.
ng adults wher.
any special s
14 | P
hich might b
setup of
P a g e
be
Public User
2.11 S
Ph
Guide
Step 5 – Deta
Please click oas been rev
ails Overvie
on the differeiewed and th
ew
ent titles to vhe informatio
verify the deon is correct
tails of your t, click the “S
Permit. OncSubmit” butt
15 | P
ce the Permon.
P a g e
it
Public User
2.12 F
Nhre
OP
If hm
Guide
inal Tasks
Now that thee/she requirequired.
Once the PePermit and th
f you need tome screen
message, you
e Permit is sres any addi
ermit is apphe school bo
to contact tn and use thu will be not
submitted, thitional inform
roved, youoard’s Rules
he CUOC, he “Discuss ified by ema
he CUOC wmation. You
will receive& Regulatio
click on theThis Permit
ail.
will review thwill be ema
e email notifons regarding
e Permit yout” button. W
he details anailed if any a
fication withg use of the
u wish to dihen the CU
16 | P
nd contact yaction from y
h a copy of ir facilities.
iscuss from OC sends y
P a g e
you if you is
your
your you a
Public User
3.0 V
The purpthe calemonth coccurrin
3.1 T
3.2 Y
othb
Guide
Viewing th
rpose of thiendar in thechosen. Thng and wher
To view the c
You can nowpen a windo
he Permit. Toard.
he Calend
is section ise system.
his Calendare.
calendar, clic
w view all yoow with detaThe Calenda
dar
s to providYou will bear will help
ck the “Calen
our Bookingails about thear also displ
de you with e able to vp you keep
ndar” link be
gs in the see Booking aays “Exclud
the steps view upcomp track of
eside “Permi
elected montand a clickabded Dates” a
necessary ming events
when your
its”.
th. Clicking ble link that as determine
17 | P
to properlys based onr Bookings
the Bookingopens direced by the sc
P a g e
y use n the s are
g will ctly to chool
Public User
3.3 YyoByoyo
4.0 S
School Cfor the adminis
Guide
You can alsoour Booking
Bookings at oou will not bou to see inf
School Ca
Catalogue i2011-2012
trator at yo
click the “Fis, Bookings
other schoolse able to seformation ab
atalogue
is an excitinschool y
ur local sch
ilter” button for other mes. (Note: If ye informatio
bout a Booki
ng new feayear. For mhool board.
on the Calenembers of yoyou are lookin about thosing that belo
ature that mmore inform
ndar and seour Organizing at schoose Bookingsongs to a Per
may be availmation, ple
lect if you wzation as welols with multis. The systemrmit you own
ilable at youease conta
18 | P
would like to sll as other iple Bookingm only allown.)
ur school bact your C
P a g e
see
gs, ws
board CUOS
Public User
5.0 F
The FreinformatIf you hafind the local sch
Guide
FAQ Sect
equently Ation from thave questioinformation
hool board.
ion
Asked Quehe school bons about thn you requi
estions secboard to helhe Permit pire, you may
ction of ylp make yo
process, pley need to c
your eBaseour eBase exease check contact the
e Public Pexperience m
this sectioCUOS adm
19 | P
Portal conmore enjoy
on. If you caministrator a
P a g e
tains yable. annot at the
Public User
6.0 O
The Optiinformat
6.1 O
A
6.2 O
Waca(Na
Guide
Options
ions sectiontion, organi
Options
Access the O
Options – Pe
When the “Occount. Thisan edit the Note: If youddress will b
n of your eBization infor
Options by cl
ersonal
Options” icons tab displayinformation
u change thbecome you
Base Publicrmation, ac
icking the “O
n is clicked, ys the informdisplayed ae email addr new usern
c Portal concount balan
Options” icon
the screenmation enternd change dress assocame/login.)
ntains toolsnces and bi
n on the top
defaults tored into the the account
ciated with
s used to reilling histor
of the Public
o the “Persosystem for
t password fthe account
20 | P
view accoury.
c Portal.
onal” tab for your profilefrom this sct, the new
P a g e
unt
your . You
creen. email
Public User
6.3 O
Cinca
6.3 O
Tcast
Guide
Options – Or
Clicking the nformation inannot be ed
Options – Bi
The “Billing” tard if your tatements fo
rganization
“Organizatn the systemited and wou
illing
tab providesschool boa
or your revie
ion” tab unm regardinguld need to b
s you with aard accepts w.
nder Optiong the organbe changed
a current acccredit card
ns will openization you by contactin
count balancds as paym
n a screenbelong to.
ng the CUOS
ce, the abilitment and a
21 | P
n containingThis informS administra
ty to add a clist of ava
P a g e
g the mation ator.
credit ilable
Public User
6.4 O
TyoB
Suppo
For addiplease c
Guide
Options – Hi
The “History” our account
Booking take
ort
itional assiscontact the
istory
tab provide. These costs place.
stance usinCUOS adm
s you a visuts are added
ng the eBaseinistrator at
ual breakdowd either after
e Public Pot your local
wn of the cosr the Permit
ortal for Coml school boa
sts that haveis approved
mmunity Usard.
22 | P
e been adde or after the
se of Schoo
P a g e
ed to
ols,