User Manual - Cherry Computer, Inc.
Contents
1. Manager firstName middeName lastName application Dat User Manual Member Account Information Manager 12 3 2 1 1 The General Tab 1 Clicking the space under the Photo option allows you to upload an image to the profile by browsing the files on your computer 2 the Application Date refers to the date that the membership application is being processed and the profile is being created cs El x oJ Add Member Member Account Information Manager General Contact Information Enrollment First Name Middle Name Last Name sx FIE Date of Birth January 01 13 Prefered Payment Methods Application Date January 01 13 Curent Account Status Curent Rank Have signatures been obtained El Additional Infomation Occupation Workplace School School Program Garade Other Interests Member Health Conditions Additional Information User Manual Member Account Information Manager 13 3 2 1 2 The Contact Information Tab 1 Clicking on the Contact Information tab will display fields related to a member s address phone number s and email address 2 For members that are minors at the time of application information on their parent or guardian can be entered at the bottom of the screen 3 Any information entered here will be saved upon submitting the new member profile a Add Member Member Account Information Manager Member Contact Infomation Email Address Apartme2. Next a fee that represents this specific kind of membership will have to be selected and applied to this enrollment record All information added can be saved by clicking the Save button classID feelD statDate endDate amount className dateCharged User Manual Member Account Information Manager 18 3 2 1 5 The Fee Tab 1 Similar to the Enrollment tab creating a record on the Fee tab is accomplished by clicking the Add Fee button 2 Anew window will be opened where the amount can be inserted and a memo can be written up 3 Whether or not the fee has been paid can be set up using the checkbox located in the top right corner of the window Date Incurred Apil 14 13 User Manual Member Account Information Manager 19 3 2 1 6 The Attendance Tab An attendance record can be created by clicking the Add button Whether or not this member has attended the class can be indicated by selecting the appropriate option at the top of the window The attended class can be selected from the list of options as well as the specifics of the date and time This functionality is provided by the selection boxes found in the window date _attendancelD className weekDay statTime endlime classi User Manual Member Account Information Manager 3 2 1 7 The Incidents Tab 1 Specific incidents whether positive or negative can be recorded by clicking the Add Incident button 2 Amemo and the date of the incid
3. The Member Account Information Manager A User s Manual gt Computer Inc Karl Alfred Acra Justin Belanger Christopher Salewski COIS4000Y User Manual Member Account Information Manager Revision History Version 1 0 April 15 2013 First version Includes information about the system and proper usage Includes instructions on installing the Member Account Information Manager logging in managing member profiles and managing class records User Manual Member Account Information Manager Table of Contents 1 Introduction 1 1 Purpose of the Manual 1 2 Purpose of the Software 1 3 Operating Environment 2 Set up instructions 3 Operating instructions 3 1 Logging in 3 2 The Member List 3 2 1 Adding a Member 3 2 1 1 The General Tab 3 2 1 2 The Contact Information Tab 3 2 1 3 The Member Survey Tab 3 2 1 4 The Enrollment Tab 3 2 1 5 The Fee Tab 3 2 1 6 The Attendance Tab 3 2 1 The Incidents Tab 3 2 2 Editing a Member 3 2 3 Viewing a Member 3 2 4 Deleting a Member 3 2 5 Switching to the Class List User Manual Member Account Information Manager 3 3 The Class List 3 3 1 Adding a Class 3 3 2 Editing a Class 3 3 3 Viewing a Class 3 3 4 Deleting a Class 3 3 5 Switching to the Member List 3 4 Logging Out or exiting User Manual Member Account Information Manager 5 1 Introduction 1 1 Purpose of the Manual The Purpose of this document is to provide insight into the use of the accompanying
4. e class that you wish to delete from the Class List 2 Click the Delete button from the Class List screen 3 There is no way to recover deleted information so be sure that this is what you want to do before going through with it a Class List eae instructorFirst instructorMide instructorLas description Are you sure you want to delete the selected class This will delete all information associated with this class and cannot be undone User Manual Member Account Information Manager 32 3 3 5 Switching to the Member List 1 Switching to the Member List is done by clicking the Member List button found near the bottom left corner of the Class List screen This gives access to the class profiles as well as the schedules for all of the classes that a profile has been filled out for User Manual Member Account Information Manager 33 3 4 Logging Out or exiting The Logout button is only available on the Member List screen and the Class List screen 2 Ensure that all changes and additions to the pages you are currently on are saved before leaving them to return to the Member List screen or the Class List screen 3 Simply click the Logout button and the program will exit 4 The same applies for the Quit button a Member List Member Account Information Manager
5. ent can then be saved by clicking the Save button 20 User Manual Member Account Information Manager 21 3 2 2 Editing a Member 1 Editing the information on a pre existing member is accomplished by first selecting a member from the member list by clicking on the member s name 2 Then press the Edit button 3 This will open a new window containing all of the previously filled out fields in the member s profile Changes can be made and these can then be saved by clicking the Save button on the respective tabs p Member List Member Account Information Manager firstName middleName lastName 01 01 2013 Joe sec Mae gt Date of Birth January 01 13 Prefered Payment Methods Application Date January 01 13 A E User Manual Member Account Information Manager 22 3 2 3 Viewing a Member 1 Information on any member can be viewed by first selecting the desired member and clicking the View button 2 This will open a separate window that displays that member s profile and everything on it 3 This information cannot be altered in this view al Member List Member Account Information Manager _middeName lastName _ application Dat A lice ovavani User Manual Member Account Information Manager 23 3 2 4 Deleting a Member 1 Deleting a member removes all of the information associated with that member and is done by selecting a member and clicking the Delete bu
6. g and end time options as well as the selection box for another day 2 Simply fill this out according to the class schedule and click Save User Manual Member Account Information Manager Class Name Instructor First Name Middle Name Last Name Description aul Class select A Day 27 User Manual Member Account Information Manager 28 A 3 2 Editing a Class Select the class that you wish to edit from the Class List Click the Edit button from the Class List 2 This will open a new window that allows the information saved to that class profile to be altered 3 Click Save to keep the changes made instructorFirst instructorMid instructorLas description User Manual Member Account Information Manager Class Name Beginner Hap Ki Do Instructor First Name Middle Name Last Name Description basics amp theory of Hap Ki Do 29 User Manual Member Account Information Manager 30 3 3 3 Viewing a Class 1 Select the class that you wish to view from the class list Click the View button from the Class List screen This will open a new window that allows the information already stored for the selected class to be viewed but not changed in any way className instructorFirst instructorMid instructorLas description User Manual Member Account Information Manager 31 3 3 4 Deleting a Class 1 Select th
7. h Share with Restore previous versions Send to Cut Copy Create shortcut Delete Rename Properties User Manual Member Account Information Manager 7 3 Run the setup exe file in the folder that you extracted the installation files into di Application Files 06 04 2013 4 55PM File folder CP Member Account Information Manager 08 04 2013 4 55PM ClickOnce Appl TT setup exe 3 setup Run as administrator Medialnfo Troubleshoot compatibility 7 Zip Scan with Microsoft Security Essentials Edit with Notepad Share with TortoiseSVN Restore previous versions Send to Cut 4 Once the software is installed it will immediately start up for the first time 5 When you want to use the program in the future you can find a link to the program in the Start Menu under the Cherry Computer Inc folder fee AE ae TT ea Windows Media Center Windows Media Player ef Windows Update s XPS Viewer Wb 7 Zip di Accessories di Bluetooth Suite p Cherry Computer Inc TJ Member Account Information Manz m Deluge d doPDF7 d EasyPHP 5 3 9 uk EPSON di Foxit Reader di Games di TS 7 0 Extensions di ImgEurn di Intel sk K Lite Codec Pack d LibreOffice 3 6 di Logitech di Maintenance 4 Back x Search programs and files User Manual Member Account Information Manager 6 a If you wish to uninstall the program you can open the Start Menu the
8. n click on Control Panel Pictures Music Games Computer Control Panel Devices and Printers Default Programs Help and Support 6 b Scroll down and click on Programs and Features in Windows 7 in Windows XP click on Add Remove Programs View by Large icons rin i J Notification Area Icons G rmation Personalization kal Programs and Features Programs and Features uage ke RemoteA Uninstall or change programs on your Connectid computer on Sync Center User Manual Member Account Information Manager 6 c Scroll through the list that appears and select the Member Account Information Manager Click the Uninstall Change button Uninstall or change a program To uninstall a program select it from the list and then click Uninstall Change or Repair Organize Uninstall Change Member Account Information Manager i Microsoft NET Framework 4 Client Profile Esd Microsoft MET Framework 4 Extended E Microsoft NET Framework 4 Multi Targeting Pack j Microsoft ASP NET MVC 2 fie Microsoft ASP NET MVC 2 Visual Studio 2010 Tools 2 Microsoft DirectX SDK June 2010 Microsoft Games for Windows LIVE Microsoft Games for Windows LIVE Redistributable i Microsoft Help Viewer 1 1 n Microsoft Office Home and Student 2010 d Microsoft Security Essentials aa bk Pon Ee Ba Uninstall or change this program f Publisher Cherry Computer Inc Micro
9. nt Number Province State Postal Code ZIP Code Text based updates Parent Guardian Contact Information User Manual Member Account Information Manager Text based updates Parent Guardian Contact Information First Name Middle Name Last Name Phone Number City Province State Postal Code ZIP Code 14 User Manual Member Account Information Manager 15 3 2 1 3 The Member Survey Tab 1 Clicking on the Survey tab will display a list of questions about a member 2 There are areas next to each question for entering an answer given by the new member 3 Any information entered here will be saved upon submitting the new member profile al Add Member Member Account Information Manager Where did you hear about us f someone refered you to us who was it What is your motivation for joining us About past martial arts training Where did you study last What style of martial arts did you leam User Manual Member Account Information Manager What style of martial arts did you leam Who was your teacher What rank did you attain Why did you leave or stop studying 16 User Manual Member Account Information Manager 17 3 2 1 4 The Enrollment Tab An enrollment record can be created by clicking the Add button This will open a new window that will ask to specify the beginning and end dates of this particular member s enrollment at the club
10. soft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Microsoft Corporation Ba Fe oo 06 12 201 31 07 201 17 10 201 22 03 201 22 03 201 05 05 201 12 09 201 12 09 201 26 10 201 26 08 201 13 02 201 25 Fa Pes User Manual Member Account Information Manager 3 Operating instructions 3 1 Logging in 1 Input your username and password when prompted 2 If authentication is successful you will be redirected to the Member List screen by default a Log In Member Account Information Manager lg EE O O O O O O U M User Name Password 10 User Manual Member Account Information Manager 11 3 2 The Member List 3 2 1 Ara a Member Adding a member to the system is accomplished by clicking the Add Member button while on the Member List screen 2 This will direct you to the Profile page unique to all members 3 Beginning on the General tab information specific to the new member are inserted using the fields provided 4 once all of the necessary tabs have been filled out clicking the Save button ensures that all information is retained 5 The specific uses and features of certain tabs are elaborated on below and will cover the options that may be unclear gl Member List Member Account Information
11. software the Member Account Information Manager It will provide detailed steps on how to accomplish various tasks quickly and efficiently This guide may also serve as a reference for understanding the capabilities of the software 1 2 Purpose of the Software This product is a software based system that is designed to manage membership information from many problem areas The system focuses on storing information related to contact information fee payment membership attendance as well as the specifics of classes offered at the client s institution 1 3 Operating Environment The product is designed to run as a standalone desktop application It should be noted that only one running instance of the program should be used at any given time on the same machine This is because changes made in one instance of the program will not be immediately reflected in any others that are running so running multiple instances of the program could have unexpected results User Manual Member Account Information Manager 2 Set up instructions 1 Follow this hyperlink to begin downloading the Member Account Information Manager http cois4000 justinbelanger com wp content uploads 2013 04 MAIM setup Zip 2 Extract the installation files from the downloaded ZIP file to a location of your choosing Open in new window Medialnfo Extract All amp TortoiseSVN 7 Zip scan with Microsoft Security Essentials a Edit with Notepad Open wit
12. tton 2 There is no way to recover deleted information so be sure that this is what you want to do before going through with it a Member List Member Account Information Manager _ middleName last Name Ree oven User Manual Member Account Information Manager 24 3 2 5 Switching to the Class List 1 Switching to the Class List is done by clicking the Class List button found near the bottom left corner of the Member List screen This gives access to the class profiles as well as the schedules for all of the classes that a profile has been filled out for g Member List Member Account Information Manager middeName lastName wee ke ova User Manual Member Account Information Manager 25 3 3 The Class List 1 The class list is designed to hold all information related to classes at the institution This section of the program contains sections that can hold the class schedule details about the class as well as notes on the instructor teaching the class className instructorFin instructorMi instructorLa description User Manual Member Account Information Manager 26 3 3 1 Adding a Class 1 This is accomplished by clicking the Add Class button 2 Anew window will be opened that contains the class profile which will hold the all of the relevant information 3 The second tab holds the schedule 1 selecting a day will allow access to the beginnin
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