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Event/Forms

The iModules product delivers a power module for registering Alumni for events.  There are four basic types of events models that can be built to register and if necessary collect fees for events that can be held for Cornell Alumni and guest.

The basic process for creating events are:

  1. Determine what type of event model needs to be used
  2. Determine if there is an existing event template that I can use to clone my new event.
  3. Create the event from scratch or create from an existing template (recommended).

 

iModules provides a link with a checklist or series of questions to ask yourself before you create an event.

 

NOTE:  For the purpose of this training discussion,  events will be used from this point on.  It should be noted that Forms can also be created to gather and record information as a type of event.   Creating/Modifying a form  is the same as an event

iModules events are able to collect on-line payment for registration fees, activity fees, and ticketing fees.   When an event will be collecting funds,  there is configuration that must be set up.  Additionally there are numerous tracks and trades that can be deployed.

The ability to manage event behavior through roles is one of the more power tools that can be deployed.     The use of roles can be used to display and hide fields, steps, and categories.

 

Member vs Non-Member Records –  iModules events can be configured in a manner that will manage or limit the generation of non-member (or temporary) records that are created by events.

 

 

Suggestions:

It is recommended that whenever possible that event templates be used.   Using templates will allow you to more efficiently create an event and to ensure that the event registration pages present and capture elements valuable for both the event and the Universities data needs.

With the flexibility and wide functionality of events,  its recommended to utilize the training material,  web/written/video,  then experiment with creating events.  Events can be deleted so the advice is practice, practice, practice to understand the process.  Also take advantage of contacting the IT Support group for individual training along with attending drop in sessions.

 

 

 

 

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