Skip to content

Commit

Permalink
Update registrations subarticles
Browse files Browse the repository at this point in the history
  • Loading branch information
paulinebessoles committed Dec 13, 2024
1 parent c50a012 commit 1381ce1
Show file tree
Hide file tree
Showing 27 changed files with 166 additions and 77 deletions.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
19 changes: 10 additions & 9 deletions docs/en/modules/admin/pages/spaces/conferences/registrations.adoc
Original file line number Diff line number Diff line change
@@ -1,12 +1,13 @@
# Registrations
= Registrations

As an administrator of a conference you can manage the registrations for the conference from the platform.
== Understand the basics

For doing so, you have these admin sections:
As an administrator of a conference you can manage the registrations for the conference directly from the platform.

. xref:admin:spaces/conferences/registrations/types.adoc[**Registrations Types**] allows you to define which ways of registering participants
will have. For instance if there are a number of prices depending if the attendees are students or workers.
. xref:admin:spaces/conferences/registrations/users.adoc[**User Registrations**] allows you to confirm the requests for attending the conference.
. xref:admin:spaces/conferences/registrations/invites.adoc[**Invites**] allows you to invite participants to the conference.
. xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**] allows you to configure and send certificates
of attendance in PDF format to people that has gone to the conference.
To do so, you can use these administration sections:

* xref:admin:spaces/conferences/registrations/types.adoc[**Registrations Types**]: to define the ways to register.
* xref:admin:spaces/conferences/registrations/users.adoc[**User Registrations**]:to confirm the registrations.
* xref:admin:spaces/conferences/registrations/invites.adoc[**Invites**]: to invite participants to the conference.
* xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**]:to configure and send certificates
of attendance in PDF format to participants to the conference.
Original file line number Diff line number Diff line change
@@ -1,39 +1,51 @@
# Certificates of Attendance
= Certificate of attendance

Administrators can create Certificates of Attendance to participants.
== Understand the basics

image:spaces/conferences/certificates_of_attendance.png[Conferences Certificate of Attendance (backend)]
For some events, participants may want to have an attendance certificate, to certify to their employer that they attended,
or to certify they followed a training for example.

For this, administrators can create Certificates of attendance.

== Create certificate of attendance

To access the certificate of attendance configuration, click in the secondary navigation panel on the "Certificate of attendance" item.

image:spaces/conferences/certificates_of_attendance.png[Conference Certificate of attendance backend]

.Certificate of Attendance form
[cols="20h,10h,~"]
|===
|Field |Type |Description

|Main logo
|Required
|Logo of the conference of the organization that makes the certificate of attendance.
|Logo of the conference or of the organization that makes the certificate of attendance.

|Signature
|Required
|Image of the person that signs the certificate.
|Image of the person signature that signs the certificate.

|Sign date
|Required
|Date of the signature. Expected format: dd/mm/yyyy
|Date of the signature. Expected format: dd/mm/yyyy.

|Signature name
|Required
|Name of the person that signs the certificate.

|===

After the form is filled then there's a button to "Send certificates of attendance" to all the confirmed xref:admin:spaces/conferences/registrations/users.adoc[registrations] of the conference.
== Send the certificate

image:spaces/conferences/certificates_of_attendance_button.png[Conferences Certificate of Attendance send button]
Once the certificate of attendance form is done, you can see a "Send certificates of attendance" button on the top right.
This button allows administrators to send the certificate to all the *confirmed*
xref:admin:spaces/conferences/registrations/users.adoc[registered users] of the conference.

Once it's sent it can't be resent.
image::spaces/conferences/certificates_of_attendance_button.png[Conferences Certificate of Attendance send button]

image:spaces/conferences/certificates_of_attendance_button_disabled.png[Conferences Certificate of Attendance send disabled button]
NOTE: Once the certificate has been sent it can't be resent.

The certificates of attendance are sent to the participants by email in PDF format.

image:spaces/conferences/certificates_of_attendance_pdf.png[Conferences Certificate of Attendance (frontend)]
image:spaces/conferences/certificates_of_attendance_pdf.png[Conferences Certificate of Attendance frontend]
Original file line number Diff line number Diff line change
@@ -1,23 +1,33 @@
# Invites
= Invites

Administrators can invite participants to join the conference.
== Understand the basics

image:spaces/conferences/invites.png[Conferences user invites (backend)]
Administrators can invite participants to join the conference.
They can invite already existing participants, with an account on the platform, but also people without account.
Inviting a participant sends an email to the account email address, to encourage the participant to register to the conference.

## Flow
== Manage invites

. An administrator sends an invitation to join the conference to a non-existing or existing participant
. The participant accepts the invitation
To access the invites configuration, click in the secondary navigation panel on the "Invites" item.

image:spaces/conferences/invite_participant_form.png[Invite a participant form]
image::spaces/conferences/invites.png[Conferences user invites in backend]

You can filter the invites and search by invitee name or email.

== Send an invite

To invite a participant, click the "Invite participant" button in the top right of the page.

image::spaces/conferences/invite_participant_form.png[Invite a participant form]

.Invite participant form
[cols="20h,~,~"]
|===
|Field |Type |Description

|Attendee type
|Required
|Wheter this invited person is a non-existing or existing participant. Do they already have an account created on the platform?
|Wether this invited person already has an account or not.

|Name
|Required if it's a non-existing participant.
Expand All @@ -29,10 +39,10 @@ image:spaces/conferences/invite_participant_form.png[Invite a participant form]

|User
|Required if it's an existing participant.
|Type at least three characters to search.
|Type at least three characters to search for a participant account.

|xref:admin:spaces/conferences/registrations/types.adoc[Registration type]
|Required
|What xref:admin:spaces/conferences/registrations/types.adoc[registration type] does this participant will have.
|The xref:admin:spaces/conferences/registrations/types.adoc[registration type] this invitation covers.

|===
Original file line number Diff line number Diff line change
@@ -1,59 +1,103 @@
= Registration types

You can enable registrations in conferences, so it's easier to register to the whole conference, or by days, rather than
going meeting by meeting to enable registration for that particular event.
== Understand the basics

After enabling registrations participants will have a button to register to the conference in the landing and the conference's header.
Registrations are one of the specificity of the conference space, as they can allow participants to register to the whole conference,
to certain days only, or to specific tracks for example, rather than registering meeting by meeting.

image:spaces/conferences/registration_landing01.png[Registration button on landing page]
NOTE: If you want to enable registration you'll need to define and publish at least one registration type.

image:spaces/conferences/registration_landing02.png[Registration button on landing page]
Administrators can configure those different types of "tickets" in the registration types section:

If you want to enable registration you'll need to define and publish at least one registration type.
. Define the registration types
. Enable registrations when it's ready
. Participants are then able to register and choose the fit type of registration

image:spaces/conferences/registration_types_frontend_wo_user.png[Select registration type without a user account]
Once registrations are enabled, participants can click a button to register to the conference in the landing page
and the conference's header.

== Create a new registration type
image::spaces/conferences/registration_button_hero.png[Registration button on hero section]

image::spaces/conferences/registration_button_landing.png[Registration button on landing page details]

image::spaces/conferences/registration_button_landing_footer.png[Registration button on landing page register section]

== Manage registration types

To access the registration types configuration, click in the secondary navigation panel on the "Media links" item.

image::spaces/conferences/registration_types_backend.png[Manage registration types]

=== Actions

NOTE: Once participants register to a registration type, it can't be edited nor deleted.

|===
|Icon |Name |Definition

|image:icons/action_edit.png[Edit icon]
|Edit
|To edit this registration type.

For adding a new registration type, you need to:
|image:icons/action_activate.png[Publish speaker icon]
|Publish
|To publish this registration type (when not published)

. Sign in as administrator
. Go to the conferences section in the sidebar
. Click on the conference Edit action
. Click on the "Registration types" link in the sidebar
. Click on the "New Registration type" button
. Fill the form
. Publish the registration type
|image:icons/action_unpublish.png[Unpublish speaker icon]

Check failure on line 46 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc

View workflow job for this annotation

GitHub Actions / prose

[vale] reported by reviewdog 🐶 [Vale.Spelling] Did you really mean 'Unpublish'? Raw Output: {"message": "[Vale.Spelling] Did you really mean 'Unpublish'?", "location": {"path": "docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc", "range": {"start": {"line": 46, "column": 35}}}, "severity": "ERROR"}
|Unpublish

Check failure on line 47 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc

View workflow job for this annotation

GitHub Actions / prose

[vale] reported by reviewdog 🐶 [Vale.Spelling] Did you really mean 'Unpublish'? Raw Output: {"message": "[Vale.Spelling] Did you really mean 'Unpublish'?", "location": {"path": "docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc", "range": {"start": {"line": 47, "column": 2}}}, "severity": "ERROR"}
|To unpublish this registration type (when published)

Check failure on line 48 in docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc

View workflow job for this annotation

GitHub Actions / prose

[vale] reported by reviewdog 🐶 [Vale.Spelling] Did you really mean 'unpublish'? Raw Output: {"message": "[Vale.Spelling] Did you really mean 'unpublish'?", "location": {"path": "docs/en/modules/admin/pages/spaces/conferences/registrations/types.adoc", "range": {"start": {"line": 48, "column": 5}}}, "severity": "ERROR"}

image:spaces/conferences/new_registration_type.png[Create a new registration type form]
|image:icons/action_delete.png[Delete icon]
|Delete
|To delete this registration type.

image:spaces/conferences/registration_types_backend.png[Manage registration types]
|===

== Create a new registration type

To create a new registration type, click the "New registration type" button in the top right of the page.

image::spaces/conferences/new_registration_type.png[Create a new registration type form]

.Create a new registration type
[cols="20h,10h,~"]
|===
|Field |Type |Description

|Title
|Required
|What is the title of this registration type.
|The title of this registration type.

|Weight
|Which order will it have in relation to the other types. Having a lower number means a higher priority. For instance, if you have two types, "Day 1" with weight "10" and "Day 2" with weight "0", then "Day 2" will be first when ordering.
|Order position
|Required
|Which order it has in relation to the other types. Having a lower number means a higher priority. For instance, if you have two types, "Day 1" with weight "10" and "Day 2" with weight "0" then "Day 2" is first when ordering.

|Description
|Required
|Description for this registration type
|Description for this registration type.

|Price
|Optional
|Define a price for this registration type. If you don't define a price, the price will be "Free".
|Define a price for this registration type. If you don't define a price, then it's free.

|Select conference meetings
|Optional
|Which meetings defined in the program will this registration type have access to.
|The meetings this registration type gives access to.

|===

If the participant is already logged in then they will see their username and email in the registration page.
== Register as a participant

If the participant isn't logged in, when clicking on one of the "Register" buttons, they can log in or create an account,
and see the registration types.

image:spaces/conferences/registration_types_frontend_wo_user.png[Select registration type without a user account]

If the participant is logged in, when clicking on one of the "Register" buttons, they can directly register.

image::spaces/conferences/registration_types_frontend_w_user.png[Select registration type with user account]

When clicking on the Register button for a registration type, a pop-up is displayed with the registration terms
from the conference configuration form.

image:spaces/conferences/registration_types_frontend_w_user.png[Select registration type with user account]
image::spaces/conferences/registration_pop_up.png[Pop up with registration terms]
Original file line number Diff line number Diff line change
@@ -1,27 +1,47 @@
# User registrations
= User registrations

After participants have registered, they will appear in this section.
== Understand the basics

image:spaces/conferences/user_registrations.png[Conferences user registrations (backend)]
After participants have registered, administrators can have access to their registration information.
It allows the conference organizers to efficiently manage the participants to the conference, its tracks, etc.

As an administrator, you can:

* Export the registrations
* Confirm a registration
## Export

It's possible to export the registrations in multiple formats: CSV, JSON, and XLSX (Excel).

## Flow
For example, it can follow this flow:

. A participant registers to the conference
. They receive a pending registration notification
image:spaces/conferences/user_registration_pending_notification.png[Notification for pending user registration]
. They receive a pending registration email
image:spaces/conferences/user_registration_pending_email.png[Email for pending user registration]
. An administrator reviews and confirms the registration with the image:action_check.png[Confirm] button
. An administrator reviews and confirms the registration with the image:icons/action_activate.png[Confirm] button
. The participant receives a confirmed registration notification
image:spaces/conferences/user_registration_confirmed_notification.png[Notification for confirmed user registration]
. They receive a confirmed registration email with an calendar file (.ICS).
image:spaces/conferences/user_registration_confirmed_email.png[Email for confirmed user registration]
. They receive a confirmed registration email with a calendar .ics file

== Manage the registrations

To access the user registrations configuration, click in the secondary navigation panel on the "User registrations" item.

image::spaces/conferences/user_registrations.png[Conferences user registrations (backend)]

=== Actions

|===
|Icon |Name |Definition

|image:icons/action_activate.png[Confirm registration icon]
|Confirm
|To confirm the user registration

|===

== Confirm a registration

Registration confirmations can be used before or after the conference.
They can allow administrators to confirm participants that their registration was taken into account, or
that they indeed attended the conference after it happened.

Confirming registrations allow administrators to send a
xref:admin:spaces/conferences/registrations/certificates.adoc[**Certificates of Attendance**] after the conference to
all confirmed participants to the conference.

== Export the registrations

It's possible to export the registrations in multiple formats: .CSV, .JSON, and .XSLX.
The file with all the registered participants is directly downloaded on the administrator device.
6 changes: 4 additions & 2 deletions docs/en/modules/admin/pages/spaces/conferences/speakers.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,7 @@ You can search speakers thanks to the search bar.
|Edit
|To edit this speaker.

|image:icons/action_publish.png[Publish speaker icon]
|image:icons/action_activate.png[Publish speaker icon]
|Publish
|To publish this speaker (when not published)

Expand All @@ -40,7 +40,9 @@ You can search speakers thanks to the search bar.

== Create a new speaker

image:spaces/conferences/new_speaker.png[Conferences speakers]
To create a new speaker, click the "New speaker" button in the top right of the page.

image::spaces/conferences/new_speaker.png[Conferences speakers]

.New conference speaker form
[cols="20h,~,~"]
Expand Down

0 comments on commit 1381ce1

Please sign in to comment.