Programs

1. Click on the +Program button, and select Program from the dropdown menu. (If your program has an event/workshop connected to the program, see the "Adding a Program with Event/Workshops" section below).

2. In the dialog box, add the following information:

• Program Name

• Default Cost/Person

• Program Description

• Tags

If you manage a system or consortium, you will also be asked to indicate which institution(s) the faculty in this program are from. You can hover over the gray circles with an "i" in them to view additional context defining the field. 

3. Click Submit.

1. To add participants to a program, click on the number in the Participants column under the main Programs tab. This will take you to the Participants page.  Program participants can then be entered in the Add Participants field (Email, First Name, Last Name) either as comma-delimited rows or by copying and pasting from a spreadsheet whose columns reflect that same structure and order (Email column, First Name column, Last Name column).

2. Click the Add button to add them to the program.

3. Note that you can Deactivate Participants by clicking the check box next to their name and then selecting Deactivate from the With Selected: dropdown menu.

Note for System/Consortial members only: 

In order to batch add participants, you will need to add them in subgroups by individual institution. 

Add names of those from a particular institution, and then check the,"Designate Institution for All" box. Select the institution that should be designated to all listed faculty members.

Repeat to add any faculty members from your other member institutions.

4. Click the Back button to return to the main screen.

Congratulations. You now have a new program!

1. Click the + icon in the Event/Workshop column for that program in the main table.

2. On the Event/Workshop Details page, enter the following information:

• Event Name

• Event Date / Time (or check the box if the event is an asynchronous event).

3. If you will be using the Dashboard's promotion page for the event, check the box Will use OEN promotion page and enter the following information:

• Registration Deadline

• Event Location (Add Zoom link here for virtual events)

• Event Description

• If you will be using the Dashboard registration system, select that option. If you want to be notified when a maximum number of participants have registered, check that box and enter the maximum number.

• If you will use another registration system (or no registration system) select that option. Enter the URL of the other registration form, if applicable.  

4. Click Submit.

Congratulations! You've added an event/workshop to a program.

Leading up to your event, you can edit event details by clicking on the Info button in the Event/Workshop column on the main table.

If you chose to use the Dashboard's registration system, you can view an example of the registration webpage by clicking on the Registration button  in the Event/Workshop column on the main table. 

1. On the main program page, find the program you want and click on the Registration button.

2.  Click the Copy Check-In Page URL button.

You can also view your current Registrations by clicking on the Registrations tab.

3. Share the Check-In Page URL with your participants. This can be done during the event via the Zoom/Synchronous Tool Chat you are using, or through email before the event begins. 

1. The first screen participants will see asks them to enter the email address they used to register for the workshop. 

2. If they correctly entered the same email address they will see a message that states their attendance has been confirmed and recorded. 

3. If a participant enters in the incorrect email they can try a different email 

OR

they can register again from the same screen and will automatically be checked in. 

1. On the main program page, find the program you want and click on the Participants number.

2. In the list of Active Participants, you'll see a Green Check Mark if your participants successfully checked in to your event or workshop. 

3. You can also manually take attendance by adding or deactivating participants. See the instructions under the Add or Deactivate Program Participants section at the top of this page.