1. SM 101 Series Coding An ACEware Presentation

2. Today we will discuss The Big Picture Coding Rules Some Code Relationships –Subject  Interest Codes –Source  Tracking Here a Code.. There a code… Name Course Register Adding Codes Code Reporting Code Cleanup Coding Tips

3. A database has three jobs:

4. Codes help you organize the data

5. What kinds of questions will good coding help you answer? Which courses should we offer and which should we abandon? Where are our customers coming from? What interests do our participants have? What are the demographics of our best customers?

6. Code as much as you need... However...

7. If you have no reason for a code… Don’t Code It!

8. Coding Rules! Technically, any field is a “code” We mostly think of “Codes” as validated fields (Interest code, tracking code, coordinator, department, account) Unlimited number of code definitions Student (& Faculty) Interest & Course Grouping can have unlimited codes Codes are universal (everyone sees & uses the same codes) Most codes can be de-activated Except With Scoped Int Codes

9. Preferences Preferences matter! If a field is turned off, no one will be able to use it Remember: Black preferences = may be set per user Blue Preferences = Global – Set by Sys Admin

10. If you do no other coding... Assign a subject code to every course Subject Code

11. Subject & Interest Codes are related shares the same list of codes Interest Code = Names Subject Code = Courses entering a subject code (0n Course) generates an interest code (on the Name)

12. That means... Any student who enrolls in a class with a subject code will automatically inherit that interest code on their name screen CourseNameMarketing

13. Other Coding Relationships

14. Source / Tracking Codes Source code is on the name screen and tells you where you found this person

15. Source / Tracking Codes On the registration screen, the Tracking code tells you what marketing piece prompted this person to register in this class

16. Source / Tracking Codes Source and Tracking codes share the same list of choices You may only assign one source code per name and one tracking code per registration (but a different tracking code for every registration) The purpose of the Source Code is to find out how that name got into your data. The purpose of the Tracking Code is to find out how the participant heard about that course

17. Occupation & Organization What kind of job this person has… A REALLY big deal if your Program is focused on Business, career and Professional programs… Type of organization that employs this person

18. Interest Codes Interest codes???? Make all you want

19. Interest Codes NEW Interest Code Scoping

20. Here a code.. There a code…NAMES User Defined Code(able) Fields

21. Here a code.. There a code…NAMES II MORE… User Defined Code(able) Fields

22. Membership Codes There’s a webinar on that… See the webinar archives… Or consult the SM On line help

23. Here a code.. There a code…COURSE User Defined Code(able) Fields

24. Here a code.. There a code…COURSE User Defined Code(able) Fields

25. Here a code.. There a code…REGISTER User Defined Code(able) Fields

26. Adding Codes

27. Adding Codes (Method #1) Module / Codes

28. Adding Codes on-the-fly (Method #2) Clicking the plus sign to the left of the field opens the Universal Code Editor

29. Editing/Changing Codes Pay Attention to Adding vs Editing

30. Coding Reporting & Cleanup

31. Code Reporting Remember! You can also view codes from the Edit Codes screen

32. Code Cleanup

34. Coding Tips

35. Code Design Tips Create as many codes as you want, but only as many as you’ll use Use as many available characters that you need for clarity Consider a major/minor reference system EDUC+ADM = Education / Administration EDUC+K12 = Education / K through 12 DANC+LNE = Line Dance DANC+BAL = Ballroom Dance DANC+SAL = Salsa Dancing DANC+BEL = Belly Dancing

36. Coding Tip You can view a list of names and courses associated with a particular interest code View all names that have the interest code View all courses that have the interest code

37. Coding Tip You can now re-label both Occupation and Organization

38. Changes in your organization? Your codes may need to be updated/changed/revamped Coding Tip

39. Questions? chuck@aceware.com 800-925-2493

40. Next Webinar… Preferences: Everything you ever wanted to know.. But were afraid to ask… Wednesday, November 14 th, 1:30 pm CST 800-925-2493