Training Manual for
The Locker
Coach, Event Leader and Partner Version
Table of Contents
I AM NOT A COACH REGISTERED IN THE LOCKER ......................................................................................... 4
How do I view another coach’s transcript? .............................................................................................. 4
How do I register in The Locker and obtain a CC#? .................................................................................. 4
I AM A COACH REGISTERED IN THE LOCKER ................................................................................................. 5
How do I log in? ........................................................................................................................................ 5
How do I view my transcript? ................................................................................................................... 5
How do I edit personal information? ........................................................................................................ 6
How do I edit, add or delete an address? ................................................................................................. 7
How do I change my password? ............................................................................................................... 8
I forgot my CC#. How do I find it? ............................................................................................................. 9
I forgot my password. How do I retrieve it? ........................................................................................... 12
How do I search for a sport organization? .............................................................................................. 14
How can I find the coaching requirements (pathways) for my sport? ................................................... 14
I AM AN EVENT LEADER .............................................................................................................................. 15
How do I view the previous events that I have led? ............................................................................... 15
How do I find out the steps (pathways) to becoming an Event Leader? ................................................ 15
How do I check what Event Leader training I currently have? ............................................................... 15
How do I send a recorded event to my PTSO or NSO for approval? ...................................................... 16
I AM A MEMBER OF A SPORT ORGANIZATION (PTSO, PTCR, NSO, NCI)..................................................... 16
How do I view a Planned, Scheduled, Recorded or Rejected event? ..................................................... 16
How do I plan an event? ......................................................................................................................... 17
How do I schedule an event? .................................................................................................................. 18
How do I record an event?...................................................................................................................... 20
How do I edit an event? .......................................................................................................................... 21
How do I add an Event Leader and Attendees to an event? .................................................................. 22
How do I cancel an event? ...................................................................................................................... 24
How do I approve or reject an event? .................................................................................................... 24
How can I check if an event has been rejected?..................................................................................... 25
How do I search for a person? ................................................................................................................ 26
How do I search for an event? ................................................................................................................ 26
How do I create an account? .................................................................................................................. 27
2
How do I edit an account? ...................................................................................................................... 29
How do I edit my organization’s information? ....................................................................................... 29
How do I manage access rights? ............................................................................................................. 29
3
I AM NOT A COACH REGISTERED IN THE LOCKER
How do I view another coach’s transcript?
On The Locker’s main screen, under the Public Transcript heading, enter the CC# and last name of the
coach you wish to look up.
Once you have entered the information, click on the View button to access the coach’s transcript.
How do I register in The Locker and obtain a CC#?
Before requesting a new CC#, we suggest you first try the lookup my CC# function on the main screen
(see: I forgot my CC#. How do I find it?).
If you do not currently have a CC#, you can obtain one by contacting us at [email protected] or 613-2355000 and providing your:
•
•
•
•
•
Full name
Full address
Telephone number
Date of birth [our Privacy Policy]
Unique email address
4
I AM A COACH REGISTERED IN THE LOCKER
How do I log in?
On the main screen, under the Login heading, enter your CC# or email address as well as your password.
Afterwards, click on the Login button.
How do I view my transcript?
Once you have logged in, you will be taken to your profile. You can also access your profile by selecting
your name on the top right corner of the screen and clicking on Profile
On the profile screen, click on the Transcript tab at the top of the screen to view your transcript.
5
How do I edit personal information?
Once you have logged in, you will be taken to your profile. You can also access your profile by selecting
your name on the top right corner of the screen and clicking on Profile.
On the left half of the profile screen there is a form that allows you to modify personal information.
After the desired changes have been made, click on the Save button.
6
How do I edit, add or delete an address?
Once you have logged in, you will be taken to your profile. You can also access your profile by selecting
your name on the top right corner of the screen and clicking on Profile.
On the right half of the profile screen, you will see the address(es) currently on file. To change an
address, click on the edit link below the address you wish to modify.
You can add also an address by clicking on the add address link on the right of the Addresses heading.
7
In either case, a form will appear prompting you to provide your address, country, province or territory,
city and postal code. When the new information is entered, click on the Save button that appears below
the form.
You can also cancel your modifications by clicking on the Cancel button.
Finally, you can also delete an address by clicking on the delete link below the address you wish to
remove.
How do I change my password?
Once you have logged in, you will be taken to your profile. You can also access your profile by selecting
your name on the top right corner of the screen and clicking on Profile.
On your profile, under the SECURITY heading, you will see a form intended for your password.
Begin typing your new password in this form. Once you begin typing, a new box will appear asking you
to confirm your new password.
Re-type your new password in this new box and then click on the Save button.
8
I forgot my CC#. How do I find it?
On the main Locker screen, next to the Login form, click on lookup my CC#.
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A new form will appear. In the new form, enter your email address as well as the letters and the
numbers appearing in the security box. Once completed, click on the Lookup button.
If the email provided was in our records, your CC# will be emailed to that address.
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If you do not have an email address, you can also click on I don’t have an email address in the CC#
Lookup section and a new form will prompt you to provide your first name, last name and birth date.
If the information provided is correct, your CC# will appear on screen.
If you cannot locate your CC#, please contact us at [email protected] or 613-235-5000 and provide your:
•
•
•
•
•
Full name
Full address
Telephone number
Date of birth [our Privacy Policy]
Unique email address
11
I forgot my password. How do I retrieve it?
On the main Locker screen, next to the Login form, click on retrieve my password.
A new form will appear. In the new form, enter your email address as well as the letters and the
numbers appearing in the security box. Once the information has been entered, click on the Lookup
button.
If the email provided was in our records, your password will be emailed to you.
12
If you cannot locate your password, please contact us at [email protected] or 613-235-5000 and provide
your:
•
•
•
•
•
•
CC#
Full name
Full address
Telephone number
Date of birth [our Privacy Policy]
Unique email address
.
13
How do I search for a sport organization?
Once you log in, a magnifying glass will appear in the top-right corner of the screen. Next to this
magnifying glass, certain search options will appear.
To search for a sport organization, click on the Organizations button next to the magnifying glass. A
fuller search menu will then appear.
Once you have input the one or many of the search criteria, click on the Search button and a list of
results will appear below. To view additional details, click on the desired organization in the results.
How can I find the coaching requirements (pathways) for my sport?
Once you have logged in, you will be taken to your profile. You can also access your profile by selecting
your name on the top right corner of the screen and clicking on Profile.
To view the next steps in your coaching pathway, select the Pathways tab on your profile. For more
complete details, you may contact your provincial or territorial sport organization.
14
I AM AN EVENT LEADER
How do I view the previous events that I have led?
You can access your profile by selecting your name on the top right corner of the screen and clicking on
Profile.
Once on the profile screen, select the Delivery tab to view all previous led events.
How do I find out the steps (pathways) to becoming an Event Leader?
You can access your profile by selecting your name on the top right corner of the screen and clicking on
Profile.
To view the next steps in your Event Leader training, you may select the Pathways tab on your profile.
For more complete details, you can also contact your provincial or territorial sport organization.
How do I check what Event Leader training I currently have?
You can access your profile by selecting your name on the top right corner of the screen and clicking on
Profile.
On the profile screen, select the Transcript tab (see: How do I view my transcript?), then select the
EVENT LEADER tab below to view all completed Event Leader training.
15
How do I send a recorded event to my PTSO or NSO for approval?
Once an event has been Recorded, it is automatically sent for approval (see: How do I record an event?
or How do I approve or reject an event?).
I AM A MEMBER OF A SPORT ORGANIZATION (PTSO, PTCR, NSO, NCI)
How do I view a Planned, Scheduled, Recorded or Rejected event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
On this screen, all ACTIVE events will appear. If you wish to see more information on an event, select the
desired under the Planned, Scheduled, Recorded or Rejected column. The event information will
appear on the right of the selected event.
16
How do I plan an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
To plan an event, click on Plan an event in the Planned column.
On the next screen, you must enter the event details.
At a minimum, you must provide information about the organization, sport, context, attendee type,
event type, province, city, venue and language.
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Afterwards, once the information is entered, click on the Save button at the bottom of the form. A
planned event will be visible only to people within your organization. It will not appear on the public
version of the Calendar.
After you have saved the event, you can add module information by clicking on the add module button
on the right of the screen. Select the desired module(s) and then click on the Add button.
If you wish to delete a module in the event, click delete next to this specific module and confirm by
clicking Yes.
Click on Save to record your changes.
How do I schedule an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
Under the Planned heading, select the desired event. On the right side of the screen, click on Schedule
to make this event visible to the public so attendees can sign up for this event. Make sure to add an
event date and location beforehand (see: How do I edit an event?)
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If your event was not already planned, you can schedule it immediately by clicking on Schedule an event
on the Events screen.
On the next screen, you must enter the event details. You must enter all of the information required at
the planned stage (see: How do I plan an event?) as well as an exact date and location.
Once this information is entered, click on Save to schedule the event.
A scheduled event will then appear on the public version of the Calendar and individuals can register for
the event.
After you have saved the event, you can add module information by clicking on the add module button
on the right of the screen. Select the desired module(s) and then click on the Add button.
19
If you wish to delete a module in the event, click delete next to this specific module and confirm by
clicking Yes.
Click on Save to record your changes.
How do I record an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
Under the Scheduled heading, select the desired event. On the right side of the screen, click on Record.
In order to Record an event, it must have a received date, an event leader and attendees. To add this
date, you must edit the event and add the information to the event form. (see: How do I edit an event?
or How do I add an Event Leader and Attendees to an event?)
If your event was not already planned or scheduled, you can immediately record it by clicking on Submit
For Approval on the Events screen.
20
On the next screen, you must enter the event details. A recorded event will enter the approval chain and
can appear on coach transcripts. As such, you must fill in all of information on the event form, including
the received date, event leaders and attendees.
Once this information is entered, click on Save to record the event.
(see: How do I edit an event? or How do I add an Event Leader and Attendees to an event?)
How do I edit an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
Under the Planned, Scheduled, Recorded or Rejected column, select the desired event to edit. The
event information will appear on the right of the selected event. Click on Edit to access the event form.
After modifying the necessary information in the event form, remember to click on Save.
You can also access an event by searching for it in the top-right search menu (see: How do I search for
an event?)
21
How do I add an Event Leader and Attendees to an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
Select the required event. You will be taken to the details of that event. Click on the Edit button to
access the event form. (see: How do I edit an event?)
You can also access an event by searching for it in the top-right search menu (see: How do I search for
an event?)
To add an Event Leader click on the Leaders tab. Then, search for the Event Leader by clicking on the
arrow button for the drop-down list. Only qualified Event Leaders will appear in the list. Scroll through
the list to find the Event Leader and select the appropriate person from the resulting list of names.
If the Event Leader does not appear in the drop-down list, contact the responsible person in your
organization.
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To add an Attendee, click on the Attendees tab. Search for the Attendee using the search box on top left
of the attendee list. This search menu works just like the one in the top-right corner of the screen. (see:
How do I search for a person?.
Click on the appropriate Attendee from the resulting list of names.
If the attendee does not appear in the list click on Add a new Account. A blank individual form will
appear at the bottom of the attendee list. Provide the requested information, check the completed
modules and click on the Save button.
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You can edit an attendee by clicking on that person in the attendee list. Then, you can edit their
personal information and select the appropriate modules by using the checkbox on the right side of the
page. Once changes have been made, click on the Save.
How do I cancel an event?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
Events can be cancelled at the Planned or Scheduled stages only.
Select the required event in the Planned or Scheduled column. Event details will appear on the right
side. To cancel the event, click on the Cancel button. Afterwards, confirm the cancellation by clicking on
the Yes button.
How do I approve or reject an event?
Once an event has been recorded it is ready for approval.
In the Recorded column, select the event to be approved and check to make sure that all the necessary
information has been entered accurately, including the:
-
Event details
Event Leaders
Event Attendees
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If all of the required information is present and accurate, click on the Approve button. If there is
inaccurate or incomplete information, click on the Reject button and note the reasons for the event’s
rejection.
After an event is rejected, it will appear under the Rejected column in the Events screen.
The event will also still appear in the Recorded column of the person who previously approved it. A
message will also be sent to that person.
An event will appear on the coach transcript once it has been approved by CAC.
How can I check if an event has been rejected?
Once you have logged in, you will be taken to the Events screen. You can also access the Events screen
by clicking on Events at the top of the screen.
If you have rejected the event, it will appear under the Rejected column.
If an event you previously approved has been rejected, you will also get an email regarding the rejected
event.
25
How do I search for a person?
Once you log in, a magnifying glass will appear in the top-right corner of the screen. Next to this
magnifying glass, certain search options will appear.
To search for a person, click on the People button next to the magnifying glass. A fuller search menu will
then appear.
Once you have input the one or many of the search criteria, click on the Search button and a list of
results will appear below. To view additional details, click on the desired person in the results.
How do I search for an event?
Once you log in, a magnifying glass will appear in the top-right corner of the screen. Next to this
magnifying glass, certain search options will appear.
26
To search for an event, click on the Events button next to the magnifying glass. A fuller search menu will
then appear.
Once you have input the one or many of the search criteria, click on the Search button and a list of
results will appear below. To view additional details, click on the desired events in the results.
How do I create an account?
First, you must determine that an account does not already exist (see: How do I search for a person?)
If you have determined that a new account is necessary, click on Add a new account in the top-left
corner of the search menu.
27
A blank profile page will appear. The next step is to enter coach details (see: How do I edit personal
information? or How do I edit, add or delete an address?). The following information is mandatory:
•
•
•
•
Full name
Full address
Date of birth
Unique email address
Once the required information has been entered, click on Save.
28
How do I edit an account?
First, you must search for the person (see: How do I search for a person?). Once you have found the
person, select the name from the list.
On the left half of the profile screen there is a form that allows you to modify personal details (see: How
do I edit personal information?). Once the required changes have been made, click on Save.
On the right half of the screen, you will see the address(es) currently on file. You can add an address by
clicking on the add address link on the right of the Addresses heading. To change an address, click on
the edit link below the address you wish to modify. If you are adding or editing an address make the
necessary changes and click on Save. Click on Cancel to discard the changes.
To remove an address, click on delete under the address you wish to delete. Confirm your decision by
clicking on Yes.
(see: How do I edit, add or delete an address?)
When editing an account, make the necessary changes keeping in mind that the following information is
mandatory:
-
First and last name
Birth date (dd/mm/yyyy)
Address
Unique email address
How do I edit my organization’s information?
Search for the required organization using the search menu in the top-right corner of the page. Select
the desired organization from the list. (see: How do I search for a sport organization?)
Once on your organization’s page, you can edit contact information on the left side or modify / add an
address on the right side. In the bottom, right-hand corner of the details screen, you can also find a link
to a pre-filtered version of your sport’s calendar.
How do I manage access rights?
Access rights determine what you see and what you can do in The Locker. You can assign only the access
rights that you have.
Search for the required organization using the search menu in the top-right corner of the page. Select
the desired organization from the list. (see: How do I search for a sport organization?)
Once on your organization’s page, click on the People tab. You can add a new person to your
organization search box in the top-left corner. Search for a member of your organization using and
select the desired name from the list.
29
You can edit a person’s access rights by clicking on that person in the member list.
Select the appropriate access rights by clicking on the checkbox on the right side of the page. Click the
Save button to assign the access rights.
30
To remove someone from the member list and remove all access rights, find the name in the list and
click on the delete button.
31