Adding a New Coach

The Add New button allows administrators to enter basic information about the coach (first name, last name, etc); along with other fields on the form found in the Additional Information page. Once you have recorded this information, select the save and checkout button.

Note: Administrators can also add a new coach by selecting the Coach tab

Edit a Coach

The coach edit screen allows an administrator to view coach notes, roster history, and other helpful information. Select a coach to highlight and select the Edit button. Make the necessary changes to the roster record and click the Modify Only button.



To exit the coach edit screen, return to the Registration page or select the Teams tab.





Print Receipt

Administrators may look up a coach receipt by selecting the Print Receipt button. This receipt will show the date the coach registered, program, league, team, profile, and payment type. Usernames and passwords are also included on the receipt.

Note: To return to the Teams page, use the back button in the upper left corner of the screen to return to the Teams page



Removing a coach

If a coach decides to drop out of the current season, the remove button is used to take him/her off the roster.

Locate and highlight the coach and select the remove button. Click the Take no Action and Remove from Roster radio button, enter your initials, and select the Remove from Roster button.





Moving a Coach

To assign a coach to his/her program, league, or team; select a coach to highlight and click the Move button.

First, choose the Program, League, and Team from blue section on right side that the coach will be moved to.

Second, select the coaches to be moved from the gray box on the left. You can select multiple coaches by using the CTRL key on your keyboard and right clicking with the mouse.

Third, select the Move button in the middle of the page. Once you have completed the coach move, select the Finish button to return to the Registration screen

Payments

This portion includes payment information pertaining to an online or back office registration associated to a coach roster record. Purchased products also show as line items in this section as well.

Select a coach to highlight and click the Payments button. The next screen is the Payment Summary consisting of the date of registration, transaction id, status, Description (league and team), account, item amount, and the amount of the total transaction

Selecting the Transaction id (ID column) will provide further transaction detail.





Transaction type: This field will display income, expense and voided transactions.

Amount: Displays amount of the specific item selected for edit.

Created: This is the created date of the transaction and what method was used to register. Please see Figure 14. The text, ‘By SPID 43937,’ tells an administrator that this record was inputted through the back office directly. An online registration transaction will read ‘By Online Registration System’ or ‘By SPID 0.’

Modified: If a transaction was modified or edited, ISIS will keep track of the date when the record was modified and provide a SPID next to the modified date to determine who made the change



Add A New Payment Transaction For this Registration

Administrators may enter additional transactions to a particular roster record by using the Add A new Payment Transaction For This Registration button.

Select the correct account the new transaction will be linked to. Enter in the dollar amount, payment type, initials, and save to complete this process.

Note: It is recommended to only add registration items using this method. Products should be inserted using the Purchase an item button as described in the following section (Purchase an Item).





Purchase an Item

After a successful registration; a coach can not go back through the online registration process and purchase additional items. In this case, the registrant should call the organization and administrators can enter extra entries in the back office.

From the teams tab, select the coach to highlight and click the payments button. Then, click on the Purchase An Item button to purchase an item. All products that were entered in the Products section of the Administration page will be shown in the product drop down list. Once you select the product, you may enter a payment type and complete a purchase.

Note: Please use Add a New Payment Transaction For this Registration button as described on above section to add registration items.