SSM Leadership Conference Registration

1. SSM Leadership Conference Registration Deleting Registrations Adding Entities

2. Deleting registrations • Option 1: SharePoint Web Site • Benefits • Will send the deleted record to a recycle bin in case you need to recover it • Concerns • You have to remember the web address

3. Deleting registrations via SharePoint • Go to https://www.ssmhc-apps.com/_layouts/viewlsts.aspx • In the top right, click the Sign In link if your are not already signed in. • Scroll down to the Lists category and click on “Leadership Conference Registration – ATTENDEES ”

4. Deleting registrations via SharePoint • Click the Edit icon next to the Attendee you want to delete.

5. Deleting registrations via SharePoint • Click “Delete Item”

6. Deleting registrations • Option 2: MS Access • Benefits • Easy to get to from Access • Concerns • Record will not be placed into Recycle bin… permanently deleted

7. Deleting registrations via Access • In Access, double click on the SharePoint table “Leadership Conference Registration – ATTENDEES” • When the table opens, it may be easier to find the Attendee you want to delete if you sort the RegAttendeeNameLast column.

8. Deleting registrations via Access • In the gray column, preceding the ID column, right click on the record you want to delete. Select “Delete Record”.

9. Adding an SSMHC Entity to the Registration Forms

10. LCP Registration Overview • If a new SSMHC Entity needs to be added, removed, or edited, you must make an update in 2 places: 1) SSMHC Registration and 2) ATTENDESS • If a new Non-SSMHC Entity or Sponsor needs to be added, removed, or edited, you must make an update in 2 places: 1) NON SSM Registration and 2) ATTENDESS Workflow separates records for Attendee, Spouse and Child On the front-end, users either complete a SSM or Non SSM registration form. After the form is submitted, a workflow will send the form to the ATTENDEES list. If there are spouse/guest(s) or children, the workflow will create separate registrations for them in the ATTENDEES list. The ATTENDEES list has many of the same fields as the Registration forms… that’s way updates to Entities must be made in 2 places. SSM Registration Form ATTENDEESSharePoint List SSM or Non-SSM SSM Entity Updates www.ssmleadershipconference.com NonSSM Entity & Sponsor Updates NON SSM Registration Form Workflow separates records for Attendee, Spouse and Child

11. Adding a SSMHC Entity • Go to: https://www.ssmhc-apps.com/_layouts/viewlsts.aspx • In the top right, click the Sign In link if your are not already signed in.

12. Adding a SSMHC Entity • Scroll down to the Lists category.

13. Adding a SSMHC Entity • First go to the Leadership Conference Registration – SSMHC list. • Click on “Settings  List Settings”

14. Adding a SSMHC Entity • Scroll down to the Columns section and click on “SelectEntitySSMHC”

15. Adding a SSMHC Entity • Scroll down to the “Additional Column Settings”. The box labeled “Type each choice on a separate line:” contains the list of all the SSMHC entities. • You can add new entity, and modify or delete an existing entity. • After you are done, click OK to save the changes or Cancel

16. Adding a SSMHC Entity • Now that you have updated the SSMHC Entity on the theLeadership Conference Registration – SSMHC list, you need to make the exact same updates on the Leadership Conference Registration – ATTENDEES list. • Click on the Site Actions button in the top right and then “View All Site Content” • OR go Here: https://www.ssmhc-apps.com/_layouts/viewlsts.aspx

17. Adding a SSMHC Entity • Scroll down to the Lists category and click on “Leadership Conference Registration – ATTENDEES ”

18. Adding a SSMHC Entity • Under “Settings”, click on “List Settings”

19. Adding a SSMHC Entity • Scroll down to the Column section and click on “SelectEntitySSMHC”

20. Adding a SSMHC Entity • Scroll down to the “Additional Column Settings”. The box labeled “Type each choice on a separate line:” contains the list of all the SSMHC entities. • You can add new entity, and modify or delete an existing entity. • After you are done, click OK to save the changes or Cancel

21. Adding a Non-SSM Entity or Sponsor to the Registration Forms

22. Adding an Non-SSM Entity or Sponsor • Scroll down to the Lists category.

23. Adding an Non-SSM Entity or Sponsor • First go to the Leadership Conference Registration – NonSSMlist. • Click on “Settings  List Settings”

24. Adding an Non-SSM Entity or Sponsor • Scroll down to the Columns section and click on “SelectEntityNonSSM” OR “SelectVendorSponsor”

25. Adding an Non-SSM Entity or Sponsor • Scroll down to the “Additional Column Settings”. The box labeled “Type each choice on a separate line:” contains the list of all the Non-SSM entities or Sponsors. • You can add new entity, and modify or delete an existing entity. • After you are done, click OK to save the changes or Cancel

26. Adding an Non-SSM Entity or Sponsor • Now that you have updated the NonSSM Entity on the theLeadership Conference Registration – NonSSMlist, you need to make the exact same updates on the Leadership Conference Registration – ATTENDEES list. • Click on the Site Actions button in the top right and then “View All Site Content” • OR go Here: https://www.ssmhc-apps.com/_layouts/viewlsts.aspx

27. Adding an Non-SSM Entity or Sponsor • Scroll down to the Lists category and click on “Leadership Conference Registration – ATTENDEES ”

28. Adding an Non-SSM Entity or Sponsor • Under “Settings”, click on “List Settings”

29. Adding an Non-SSM Entity or Sponsor • Scroll down to the Columns section and click on “SelectEntityNonSSM” OR “SelectVendorSponsor”

30. Adding an Non-SSM Entity or Sponsor • Scroll down to the “Additional Column Settings”. The box labeled “Type each choice on a separate line:” contains the list of all the Non-SSM entities or Sponsors. • You can add new entity, and modify or delete an existing entity. • After you are done, click OK to save the changes or Cancel

31. Adding a SSM Entity in the Access Db The “Entity” table has no impact on any of the reports (except for the one titled “Entity” and “repEntity_Sorted_By_Number” You can use the Entity table to keep track of the entities if you like… however this information is maintained in SharePoint.

32. Adding a SSM Entity in the Access Db • Double click the “Entity” table. The table will open up • In the last row with the “*”, enter the entity name in the Entity column. • The ID column will auto-populate.

33. Adding a SSM Entity in the Access Db • NOTE: Unfortunately at this time I have not found a way to create a report that shows all entities and the number of registrations for each. • Access can only report on Entities that have registration, i.e., existing records in the DB. If there are no registrations for a specific entity, that entity will not show up on the report.