creating permits - community use of schools

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Com Versio Pub Crea mmun on 2.5 blic Us ating P nity Us ser G Permit se of uide ts Scho ools M Manag ger

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Page 1: Creating Permits - Community Use of Schools

Com

Versio

Pub

Crea

mmun

on 2.5

blic Us

ating P

nity Us

ser G

Permit

se of

uide

ts

Schoools MManagger

Page 2: Creating Permits - Community Use of Schools

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

Page 3: Creating Permits - Community Use of Schools

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

Page 4: Creating Permits - Community Use of Schools

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

Page 5: Creating Permits - Community Use of Schools

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.

Page 6: Creating Permits - Community Use of Schools

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

Page 7: Creating Permits - Community Use of Schools

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

Page 8: Creating Permits - Community Use of Schools

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,

Page 9: Creating Permits - Community Use of Schools

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)”

Page 10: Creating Permits - Community Use of Schools

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

Page 11: Creating Permits - Community Use of Schools

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

Page 12: Creating Permits - Community Use of Schools

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

Page 13: Creating Permits - Community Use of Schools

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

Page 14: Creating Permits - Community Use of Schools

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

Page 15: Creating Permits - Community Use of Schools

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

Page 16: Creating Permits - Community Use of Schools

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

Page 17: Creating Permits - Community Use of Schools

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

Page 18: Creating Permits - Community Use of Schools

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

Page 19: Creating Permits - Community Use of Schools

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

Page 20: Creating Permits - Community Use of Schools

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

Page 21: Creating Permits - Community Use of Schools

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

Page 22: Creating Permits - Community Use of Schools

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,