2.0 PREPARING YOUR DATA YURAN.MY SYSTEM V3

Created by Nur Fatin Najihah Abd Aziz, Modified on Thu, 16 Jun 2022 at 10:53 PM by Nur Fatin Najihah Abd Aziz

2.2.1 How to View the Existing Parent/Member?
2.1.2 How to Edit the Existing Parent/Member?
2.1.3 How to Change Password for Parent/Member Account?
2.1.4 How to Delete the Existing Parent/Member ?
2.1.5 Additional Feature in Parent/Member page

2.2 Register Students/Players/Assets

2.2.1 How to View the Existing Student/Player/Asset?
2.2.2 How to Edit the Existing Student/Player/Asset?
2.2.3 How to Delete the Existing Student/Player/Asset?

2.3 Announcement

2.3.1 How to Create a New Announcement?
2.3.2 How to View the Existing Announcement?
2.3.3 How to Delete the Existing Announcement?

2.4 Attendance

2.4.1 How to Create a New Attendance?
2.4.2 How to Edit the Existing Attendance?
2.4.3 How to Manage the Existing Attendance?
2.4.4 How to End Session for the Existing Attendance?
2.4.5 How to Delete the Existing Attendance?

2.1 Register Parents/Members

Step 1: Click Parents/Members menu at the left panel.

Step 2: Click New Member button to create a new member.

Step 3: Once user click New Member button, Add New Member form will appear. User need to fill in the information needed and click Create button to save the data.

2.1.1 How to View the Existing Parent/Memebr?

Step 1: Click the View icon at the Action section on Parents/Members page.

* Edit icon

Step 2: Once user click the Edit icon, user able to view Member/Parent details. User also able to edit the member/parent details by clicking the Edit button. At this page, user able to manage Players and Documents.

2.2.2 How to Edit the Existing Parent/Member?

Step 1: Click the Edit icon at the Action section on Parents/Members page to edit the parent/member details.

* Edit icon

Step 2: Once user click the Edit icon, Edit Member form will appear. User able to edit the member/parent details and click the Update button to save the data.

2.1.3 How to Change Password for Parent/Member Account?

Step 1: Click the Change Password icon at the Action section to change password for the parent/member account.

* Change Password icon

Step 2: Once user click the Change Password icon, the Change Password form will appear. User need to fill in the New Password and Confirm New Password. Once done, click the Submit button to save.

2.1.4 How to Delete the Exisiting Parent/Member?

Step 1: Click the Delete icon on the Action section to delete the parent/member data.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.

2.1.5 Additional Feature for Parent/Member page

Step 1: Click the WhatsApp icon on the Action section at the Parents/Members page.

* WhatsApp icon

Step 2: Once user click the WhatsApp icon, it will linked to the WhatsApp API which user able to send message or announcement to the parent/member.

Video Tutorial:

2.2 Register Students/Players/Assets

Step 1: Click Students/Players/Assets menu at the left panel.

Step 2: Click New Player button to create a new player data.

Step 3: Once user click the New Player button, Add New Player form will appear. Fill in the information needed and click Create button to save the data.

2.2.1 How to View the Existing Student/Player/Asset?

Step 1: Click the View button at the Action section on Players/Students/Assets page.

* View button

Step 2: Once user click View button, View Player page will appear. User able to edit player data by clicking the Edit button. At this page, user also able to manage Events, Members, Payment Details, and Documents.

i) Managing Events

Step 1: Click Add Event button to create a new event data.

* Add Event button

Step 2: Click View icon at the Action section to view the Event details.

* View icon

Step 3: Click Status icon to set the player status by event.

* Status icon

Step 4: Click Discount icon to manage the Event Fee Discount.

* Discount icon

ii) Managing Members

Step 1: Click New Member button to create a new member data.

* New Member button

Step 2: Click View icon at the Action section to view the member's details.

* View icon

Step 3: Click Edit icon at the Action section to edit the member's details.

* Edit icon

Step 4: Click Relationship icon to manage the relationship.

* Relationship icon

Step 5: Click Delete icon to delete the member's details.

* Delete icon

iii) Managing Payment Details

Step 1: Click Payment Details navigation to view the payment details

iv) Managing Documents

Step 1: Click New Document button to add new player's document.

* New Document button

Step 2: Click the Delete icon to delete the document.

* Delete icon

Step 3: Click the Download icon to download the document.

* Download icon

2.2.2 How to Edit the Existing Student/Player/Asset?

Step 1: Click the Edit icon at the Action section on Players page to edit the player's details.

* Edit icon

Step 2: Once user click the Edit icon, Edit Player form will appear. User able to update the player's details and click Update button to save the data.

2.2.3 How to Delete the Existing Student/Player/Asset?

Step 1: Click the Delete icon on Action section at the Players page to delete the player's data.

* Delete icon

Step 2: Once user click the delete icon, a delete message will appear.

Video Tutorial:

2.3 Announcement

Announcement is one of the new features that has been upgraded on Yuran.my System version 3 where admin role able to send message or announcement individually or broadcasting.

2.3 How to Create a New Announcement?

Step 1: Click the Announcement icon on the top of the Yuran.my System page.

* Announcement icon

Step 2: Once clicking the Announcement icon, an Announcement page will appear.

Step 3: Click the New Announcement button, and Add Announcement form will appear.

* New Announcement button

Step 4: At this page, user able to choose the Types of Announcement (Push-notification, Email, SMS, WhatsApp) and the Target users (all users, users, subjects, active-parents, active-trainers, active-staffs, active-students, inactive-students).

Step 5: Once selecting the Types (eg: Email), and Targets (eg: users), the Add Announcement form page will extending with the Target IDs and Email Notification to create the Announcement.

Step 6: After choosing your Target user and edit the Email form to create announcement, Click Create button to send the email to the targeting user.

2.3.2 How to View the Existing Announcement?

Step 1: The created email will appear on the Sentbox under the Announcement page.

Step 2: Click on the Announcement that has been created to view more details about the announcement.

2.3.3 How to Delete the Existing Announcement?

Step 1: Click on the Delete icon to delete the created announcement at the Sentbox page.

* Delete icon

Step 2: Once clicking the Delete icon, a delete message will appear as a confirmation.

Video Tutorial:

2.4 Attendance

Attendance module is one of the new features in Yuran.my System version 3. This attendance feature will able to help in managing the class/event attendance.

2.4.1 How to Create a New Attendance?

Step 1: Click Programs > Classes/Events at the left panel under Management category.

Step 2: Click the View icon to create Attendance for the existing class. If the class is not existing yet, user able to create a new class by clicking the New Class button.

* For more details on creating a new class, refer User Guide 1.0 Preparing your Yuran.my System V3.

* View icon

Step 3: Once clicking the View icon, View Classes page will appear.

Step 4: Click the Attendance navigation. Then, Attendance page will appear.

* Attendance navigation

Step 5: Click the New Attendance button, Add New Attendance form will appear.

* Add New Attendance button

Step 6: The created attendance will appear on the Attendance page.

2.4.2 How to Edit the Existing Attendance?

Step 1: Click the Edit icon at the Action section Attendance page.

* Edit icon

Step 2: Once clicking the Edit icon, Edit Attendance form will appear. User able to change the information and click Update button to save.

2.4.3 How to Manage the Existing Attendance?

Step 1: Click the Students icon at the Action section Attendance page.

* Students icon

Step 2: Once clicking the Students icon, Student Attendance form will appear.

Step 3: At this page, user able to tick the student who attending the class/event, and write the remark as a references or reasons for not attending the class.