Difference between revisions of "Reporting on cancellations (Clubs and Clinics)"
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One of the optional features of the [[Clubs And Clinics Module]] is that you can report on cancellations - where someone was booked to attend an occurrence, but was then removed from the attendance list (usually because they cancelled for some reason). | One of the optional features of the [[Clubs And Clinics Module]] is that you can report on cancellations - where someone was booked to attend an occurrence, but was then removed from the attendance list (usually because they cancelled for some reason). | ||
| − | + | Note: if someone was expected to attend and didn't, but didn't cancel beforehand, that would usually be counted as a non-attendance rather than a cancellation. You can report on non-attendances separately - see [[Reporting on non-attendance (Clubs and Clinics)]]. | |
If you want to report on cancellations, this feature uses the same list of reasons as non-attendances - see [[Non-Attendance Reasons]]. | If you want to report on cancellations, this feature uses the same list of reasons as non-attendances - see [[Non-Attendance Reasons]]. | ||
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==Setting up== | ==Setting up== | ||
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To prepare your system to report on cancellations, you'll need to: | To prepare your system to report on cancellations, you'll need to: | ||
| − | + | Set the "Record All Cancellations (Time of cancellation and reason)?" field, on the [[Club and Clinic Details - Occurrence Details tab]] to "Yes" | |
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| + | [[File:cancellation_reasons1.jpg|700px|alt="a screenshot of the 'record all cancellations' button in the club and clinic set up."]] | ||
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| + | Set up a list of [[Non-Attendance Reasons]] in the '''Clubs and Clinics > Set Up''' section | ||
| + | [[File:non_attendance2.jpg|500px|alt="a screenshot of the 'Non attendance reasons' button, highlighted in the admin menu."]] | ||
==Data entry== | ==Data entry== | ||
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The user will be prompted for information about cancellations whenever someone is removed from a slot in the attendance schedule of an incomplete meeting. For each attendee, there will be a field where the user inputting the data can say what the cancellation reason was. They can also input the time that the cancellation happened. | The user will be prompted for information about cancellations whenever someone is removed from a slot in the attendance schedule of an incomplete meeting. For each attendee, there will be a field where the user inputting the data can say what the cancellation reason was. They can also input the time that the cancellation happened. | ||
| + | [[File:cancellation_reasons2.jpg|700px|alt="a screenshot of the cancellation reasons data entry page."]] | ||
==Reporting Output== | ==Reporting Output== | ||
Information entered about cancellations will be output on the [[Club or Clinic Cancellations Report]], as well as being available in the [[KPI Report Designer]]. | Information entered about cancellations will be output on the [[Club or Clinic Cancellations Report]], as well as being available in the [[KPI Report Designer]]. | ||
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Latest revision as of 10:18, 21 August 2024
One of the optional features of the Clubs And Clinics Module is that you can report on cancellations - where someone was booked to attend an occurrence, but was then removed from the attendance list (usually because they cancelled for some reason).
Note: if someone was expected to attend and didn't, but didn't cancel beforehand, that would usually be counted as a non-attendance rather than a cancellation. You can report on non-attendances separately - see Reporting on non-attendance (Clubs and Clinics).
If you want to report on cancellations, this feature uses the same list of reasons as non-attendances - see Non-Attendance Reasons.
Setting up
To prepare your system to report on cancellations, you'll need to:
Set the "Record All Cancellations (Time of cancellation and reason)?" field, on the Club and Clinic Details - Occurrence Details tab to "Yes"
Set up a list of Non-Attendance Reasons in the Clubs and Clinics > Set Up section
Data entry
The user will be prompted for information about cancellations whenever someone is removed from a slot in the attendance schedule of an incomplete meeting. For each attendee, there will be a field where the user inputting the data can say what the cancellation reason was. They can also input the time that the cancellation happened.
Reporting Output
Information entered about cancellations will be output on the Club or Clinic Cancellations Report, as well as being available in the KPI Report Designer.
