Tag Group by Meeting Time Set Up, Data Access and Report Generation
WinCapWEB PD allows a site to determine Tag Group Selection per Meeting Date and to access
the data by running customizable reports.
Set up and Data Access:
1. Define and Set up the Tag Group
myWinCap\mySite\System Settings\Tag Groups create tag groups for enrollment record
2. Add Tag Group(s) to designated Activity Type(s) on Activity Default tab
Professional Development\Admin Menu\System Settings\Activity Types go to Activity
Defaults tab, add Tag Groups to display on activities built from the activity type
3. Create an Activity (based on the Activity Type with Tag Group selections)
4. User’s enroll in an activity, in-district/BOCES or public catalog
5. Run the reports
Professional Development\Admin Menu\Enrollment\Reports\User Activity Meeting Time
Tags
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WinCapWEB PD Tag Groups by Meeting Time Set Up:
The feature allows sites to require enrollees to provide certain information per activity meeting
date, such as food selections, substitute needs and/or other data that site might need.
The set up occurs in Tag Groups and the Activity Types Activity Defaults tab. Then, any
activity built from the defined Activity Type will ask for the attributes defined in the Activity
Type’s tag group selections.
Once activities are created and users enroll and provide their selections, reports can be generated
to view the data.
Note: If a meeting date is cancelled, the enrollee cannot see the date and if any choices were
previously selected the enrollee will not be able to see them, but the site administrator can see the
cancelled date and the enrollee’s choices in case that data needs transferred to a rescheduled or
new meeting date.
When the tags are selected for an activity, a response is required. Therefore, in the setup, a site
may wish to offer a type of “no thank you” option.
1. Define and Set up the Tag Group
myWinCap\mySite\System Settings\Tag Groups (customized and defined by the site for attributes
site is looking for per meeting date enrollment)
To set up a Tag Group, click the green +.
To modify an existing Tag Group, click the pencil and modify and click “Update.”
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2. Add Tag Group(s) to designated Activity Type(s) on Activity Default tab
Professional Development\Admin Menu\System Settings\Activity Types go to Activity Defaults
tab, add Tag Groups to display on activities built from the activity type
To set up Activity Types, click the green +.
To modify an existing Activity Type, click the pencil, modify and click “Update.”
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To add a Meeting Time – Tag Groups, click the Green +
Use the dropdown menu and select the appropriate Tag Group:
Once selections are made and the “Meeting Date – Tag Groups” selections are made and the
Activity Type is set up, click “Update.”
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3. Create an Activity (based on the Activity Type with Tag Group selections)
Professional Development\Admin Menu\Activity Management choose the Green + to set up a
new activity and use the Activity Type (above, “Workshop”) to build the activity on or copy a
former activity that uses that Activity Type.
4. User’s enroll in an activity, in-district/BOCES or public catalog
Example of enrolling in an activity with selections:
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End user’s do not see their selections after they enroll in the activity.
Site administrators can view and change the user’s selections by going to: User Activity
Management: Professional Development\Admin Menu\Enrollment\User Activity Management
Find the user’s record and use the pencil to edit, go to the “Attendance” tab.
Site administrators can manage selections if needed.
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5. Run the Reports
Professional Development\Admin Menu\Enrollment\Reports\User Activity Meeting Time Tags
Site administrators can run a report to show the tag group selections made for enrollments and
may use the various filters to customize the report. Additionally, in User Activity Management,
there are filters for the selections to facilitate adding or editing a user’s selections.
Note: Users can “Save” their [User Default Selections] and also mass [clear] selections.
On the screen below, choose the main filter data and click “Filter.”
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The next screen appears and below shows the basic screen with no selections.
The site administrator completes the advanced filter options. The filter is flexible and allows the
user to display the data in a variety combinations. Below, the filter is used to display the
summary counts for each order.
Note: Sites who have guest enrollees and have guests indentify their district affiliation can
display the district affiliation on both the table and within the data report.
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The option to use the filter to print the selections per enrollee exists and the report reflects the
choices by user.
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Another report option is to display the district affiliation.
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To view user selections, go to User Activity Management. Select [display settings] for “Meeting
Time Tag Selection Status.” The selection is “groupable” and the column is “sortable.”
6. Review User’s Selections
Professional Development\Admin Menu\Enrollment\User Activity Management
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Site administrator’s may also access the filter by choosing the filter icon and “Meeting Time Tag
Selection Status.”
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