eAYSO for Player and Volunteer Registration National System and Software Commission 2015 AYSO Expo 1 What We Will Learn Definitions of Membership Year and Program Player Registration... (e-signature is default) Volunteer Registration... (e-signature is default) New Player Easy e-Sign (EES) Process for paper forms Managing Registration forms ‘Status’ Volunteer Custom Position creation Assigning Volunteer Positions Merge Player or Volunteer records Reports: Defined Reports and Export Reports, Special CVPA 2 SETTING MEMBERSHIP YEARS and PROGRAMS 3 Definition: Membership Year • A Membership Year in AYSO covers a 12 month period starting from August 1st to July 31st. Shown as MYXXXX (i.e. MY2014). • Regions register Players and Volunteers just one time in eAYSO in a Membership Year. • Region is charged a National Player Fee for each registered player. It covers the player for the entire Membership Year. 4 Region: Setup-Membership Year 5 Region’s Membership Year 6 Special MY ‘Preference’ Each Volunteer with access rights needs to do just once each year. 7 Definition: Program A Program is a defined competition (set of games) within the Membership Year. • All Regions conduct a Standard Primary Program, which is the Region’s first set of scheduled games for which open registration is held, balanced teams are formed and in which all registrants participate. • Some Regions may have additional Primary Programs such as VIP, Spring Primary, EXTRA or other NBOD-approved pilots. • Many Regions have Secondary Programs such as Select, Tournament or Indoors. These are open only to players registered in the Primary Program. • Players can participate in multiple programs, thus on multiple teams, in a single Membership Year, but can only be on one Primary Program team. 8 eAYSO can manage both Primary and Secondary Programs Creating or Activating Programs 9 Programs 10 Programs con’t 11 PLAYER AND VOLUNTEER APPLICATIONS 12 Applications 1) All Parent and Volunteers need an eAYSO account (i.e. eAYSO Logon & Password) to file Player or Volunteer application and all applications should be e-signed. 2) Applications for Player or Volunteers may be processed by the Registrar or CVPA from online applications (or in limited situations from paper applications) the parent/vol has submitted. 3) New process steps if you get paper player applications. Also new starting in 2014: Only one Volunteer application and record per eAYSO Account 13 Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register 14 DAYS 14 * Non responded to EES emails available to ‘R’- register after 14 days Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 15 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register Player Registration 16 Registrar’s Work Area Filter Options 17 Filter Options: Player Registration 18 Accepting Application- Player Check box and click “submit” 19 Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 20 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register Volunteer Registration 21 CVPA Work Area Volunteer Status 22 Filter Options Filter Options for Volunteer Registration 23 Accepting Volunteer Application: From Online Application Check box and click “submit” Click on volunteer’s hyperlink name to open record or update information 24 Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 25 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register New or Returning VolunteerPaper Form Red Flagged, pending N.O. receipt and approval of signed application. 26 CVPA Reminders • • • 27 All Volunteers expected to submit e-Signed application Every Year BUT If paper form is submitted with “Wet Signature” Red Flag appears in ‘Status’ field until application form is rec’d and processed by National Office. Red Flag in status field means: CVPA cannot register the applicant, until Safe Haven Office does background check and removes Red Flag. PLAYER Easy e-Sign (EES) APPLICATIONS New process to help regions bridge from paper to online player applications 28 Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 29 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register Paper Player Forms ‘Easy e-Sign’ button used if parent submits a paper Player application with email address for primary parent: • Registrar enters info or may renew prior player • Player gets status of ‘EES’ in eAYSO • Parent gets email requesting an e-signature • If parent responds with e-signature, ‘EES’ status converts to ‘A’Applicant If no email address...’Add New Player’ button must be used... • Player directly registered and wet signature form MUST be sent to N.O. 30 Player ApplicationPaper Form Decision Time 31 Search for Existing Record eAYSO tries to help the registrar identify if there is an existing record. 32 Manual Data Entry Required (If No Match to Prior Player) 33 Paper FormAfter data is entered 34 Parent Receives this Email Message 35 Parent Responds with e-Signature Gets Confirmation 36 When Parent e-Signs: EES 37 A Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 38 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register Paper Player Forms ‘Easy e-Sign’ button used if parent submits a paper Player application with email address for primary parent: • Registrar enters info or may renew prior player • Player gets status of ‘EES’ • Parent gets email requesting an e-signature • If parent responds with e-signature, ‘EES’ status converts to ‘A’Applicant If no email address...’Add New Player’ button must be used... • Player directly registered and wet signature form MUST be sent to N.O. 39 Select: Add New Player (only if no email provided) 40 Search for Existing Record eAYSO tries to help the registrar identify existing records. 41 Manual Data Entry If No Match to Prior Player 42 Add New Player con’t 43 Reminder: Mail-in Wet Signed Player Form 44 Wet Signature Player Form to Nat’l Office 45 Registration Process - Overview Application Player Online eAYSO Paper w/Email Paper No Email -e-Signed * -EES -Enter as ‘New’ -Mail to N.O -Register -Register -If e-Sign -> ‘A’ -Register 14 DAYS 46 Volunteer Application Online eAYSO -e-Signed -Register Paper -Mail to N.O. -Red Flag -> ‘A’ -> -Register Player Applications (Renewing from Previous Year or 14+ Day EES) PREVIOUS Player 47 Volunteer Registration – Paper Form 48 Fill-in volunteer information provided from their application 49 SPECIAL TASKS: - Assign Positions or Create Custom Positions ...CVPA - Merge....REGISTRAR & CVPA 50 Managing Volunteer Positions Click RegionVolunteerManage Positions Assign up to 3 Jobs to a Volunteer from ‘Dropdown’ 51 Or ‘Unselect’ Jobs from Volunteer eAYSO Volunteer Positions – If a Volunteer position is not available to that volunteer it may reflect a restricted role. – CVPAs can view restrictions using CVPA Search. – Safe Haven volunteer restrictions include: “Restricted from managing Region Funds/PID” “Restricted from Coaching/Assistant Coaching” “Disqualified from volunteering” 52 Creating Custom Positions Click RegionSet UpCustom Positions 53 Creating Custom Positions, con’t Fill in Name of Custom Position 54 Merge: Volunteer Records 55 Merge: Volunteer Records Note: Certifications will automatically be merged, but be careful when merging to retain the NEWEST eAYSO ID# and NEWEST User Profile to preserve Access Rights assigned and e-signature The Safe Haven department will help you to properly merge volunteer records. 56 Merge: Player Records Note: Usually Player records get merged to maintain Ratings information so be careful to retain the most current User Profile, ID and Team. 57 REPORTS Overview 58 Reports 59 Player Report 60 Player Export Report 61 Player Export Report Note options 62 Volunteer Report 63 Click ReportsVolunteer Volunteer Report – cont. 64 Volunteer Export Report Click ReportsVolunteer Export 65 eAYSO Vol Applicants Select “Reports” > “Vol Applicant Export” 66 Volunteer Applicant Export Report Click Report- Vol Applicant Export Report-CVPA has Additional fields 67 Online Player Application (Feeds parent’s choice to this report) Even though a Parent indicates a volunteer preference here....this is not their ‘Volunteer Application’ 68 Volunteer Parent Jobs Report 69 eAYSO CVPA Search Select “Region” > “CVPA” > “Search” 70 eAYSO CVPA Search CVPA/Safe + Haven Notes 71 eAYSO CVPA Search CVPA/Safe Haven Notes Checking comments can help determine why the Red Flag exists and how to resolve. 72 eAYSO CVPA Search CVPA/Safe Haven Notes 73 eAYSO CVPA Notes Note Restricted Positions 74 For CVPA Only 75 CVPA Report 76 Extra Credit Registering, Managing Players into “EXTRA” or Secondary Programs 77 Signup for a Secondary Program 78 What the Parent Sees 79 Registrar: Look for ‘S’-Status When parent SIGNS UP, Registrar sees ’S’ Status and can Accept the player for the Secondary program 80 Manage Programs Allows Registrar to ‘Move’ the player, (An Alternative to parent’s SIGN UP) 81 eAYSO Help Use HELP: - Excellent Tips - Contact the eAYSO Help Desk 82 Contact Information Questions or comments about eAYSO: eaysosupport@ayso.org or Call (866) 588-2976 Thank You 84 85