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Categories

 

Overview

A Category is used to classify and organize your club's programs. When registering for programs, members will be able to filter available programs by category. Each category can also have unlimited category levels for further sub-category organization and to define athlete achievement milestones within a category.

Note that the main restriction of a category is that you cannot have a program (eg, scheduled ice time) attached to multiple categories. Categories will appear as part of your quick navigation links on the side navigation of your public registration page. As a club, you may use this to track various metrics within your built-in reports, such as revenue or program registrations. You cannot attach registration requirements to categories, this is done in the category levels (see below).

The Category page is found by navigating to Settings > Categories. In order to access the Category page, you will need the following permissions: Admin, Category Manager.

 

Categories

Categories are the unchanging structure behind your programs. Categories should embody the organization of your class types. Note that Categories can be dissected further into sub-categories called Category Levels. This means that Categories should be your overarching elements. For a Skate Canada club, the most efficient structure is looked at in the Skate Canada Categories section below. For other organizations, however, your categories might be akin to your fighting styles (Judo, Karate) for martial arts clubs or your weight-class (Feather Weight, Heavy Weight) for boxing, to name a few examples. These may also be your dance types (Jazz, Tap, etc.) for a dancing club or classes (Math, English) for a school. If you are unsure of the best way to set up your categories please don't hesitate to contact us.

Create A Category

  1. Select Add-L.gif Add Category
  2. Name your category and add your first category level
  3. Select Add Category

Categories can be created by selecting the Add Category button. This will generate a pop-up allowing you to name your Category as desired. You must also create your first Category Level, using the Category Level Name field. If you are a Skate Canada affiliated club, you must also select a Skate Canada Category Name - whichever Category best suits the Category you are creating. If your current Category does not align with a selection from the list, please select N/A. Finally, select Add Category in the pop-up to save your new Category or Cancel to discard.

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Category Name: The name of your category.
Skate Canada Category: (Skate Canada affiliated clubs only) The associated category level that Skate Canada offers. If none apply please select N/A.
Group Program Listings by Category: By enabling Group Program Listings by Category, your registration pages on your Public Site will be pre-filtered, to group all programs under their respective Category. This removes your ability to filter custom registration pages by Category Levels.
Category Level Name: The name of your first category level (sub-category) of your category.

Edit A Category

  1. Select to Edit Edit-L.gif the Category
  2. Update the desired information 
  3. Select Update Category

Categories can be quickly updated by selecting the Edit Edit-L.gif icon (located next to the name of the Category). In the pop-up screen, adjust any elements you wish to change, then select Update Category to keep your changes. Select Cancel to discard.

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Delete A Category

  1. Select to Delete Delete-L.gif the category

Categories can be deleted by selecting the Delete Delete-L.gif icon (located to the right of the name of the Category). Note, you cannot delete a Category that is in use by a Program. If you wish to update your Category structure, you will likely want to rename (edit) Categories that are in use, to better suit your desired structure.

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Category Levels

Category Levels are the further refinement of their respective Category. They are generally considered milestones within a Category, however, they can be used to naturally segment your Categories as well. Skate Canada affiliated clubs will be interested in our up-close look at Categories and Category Levels in our Skate Canada Categories section below. For other organizations, you may use Category Levels to set up your Karate Category's belts (White, Yellow, etc.), or your Jazz category's tiers (Novice, Intermediate, etc.).

Create A Category Level

  1. Select Add-L.gif Add Category Level
  2. Name your category level
  3. Select Create Level

Your first Category Level will be created at the time of the Category creation (see: Create A Category). Thereafter, you can select to Add-L.gif Add Category Level (Located to the right of the name of the category). Name your new Category level and select Create Level to save or Cancel to discard.

addCategoryLevel.gif

Edit A Category Level

  1. Select Tools Gear-L.gif
  2. Select Edit Category Level
  3. Update the name as desired
  4. Select Update Level

Your category level names can be edited at any time by selecting the Tools Gear-L.gif icon to the right of the desired category level. From the menu, select Edit Category Level. Adjust the name of your category level as desired and select Update Level to keep your changes or Cancel to discard.

editCategoryLevel.gif

Delete A Category Level

  1. Select Tools Gear-L.gif
  2. Select Remove Category Level

By selecting the Tools Gear-L.gif icon to the right of the desired category level. you can select Remove Category Level and confirm. Note, you cannot delete a category level that is in use by a program. If you wish to update your category level structure you will likely want to rename category levels that are in use to better suit your desired structure.

deleteCategoryLevel.gif

 

Category Order

Once you have added your categories and category levels you may find that the order is a little out of sync. This can be fixed in a couple of ways. First, you can "nest" you categories by setting the previous level to be a requirement of the next. This is looked at in the next section, Requirements/Restrictions. Alternatively, you can use Display View to organize your categories and category levels.

Display View

  1. Select Display View
  2. Drag and drop your categories/category levels into your desired order
  3. Return to requirements view to save

Display View will allow you to drag and drop your categories and category levels into the desired order. Note, however, that category levels that have been set to require another category level will override the order you set. Once you are happy with the order that you have set, navigate back to the Requirement View to save your changes and review.

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Requirements/Restrictions

Categories and category levels are a great way to create a solid structure of how your classes and programs are segmented. Many organizations will also have requirements to enter into a specific tier of programs. To account for this, category levels have the ability to include restrictions and requirements in order to enter programs that are associated with that category level. Requirements should be used as items that must be attained before they are able to register for the applicable category level's programs.

Requirement Groups

All requirements that are to be applied to a category level first require a requirement group. Requirement groups allow administrators to cluster their requirements under an single umbrella that has one specific set of logic. You can make as many requirement groups as you'd like, however, mixing and nesting the logic of these groups in complex ways may result in unforeseen outcomes.

Add A Requirement Group

  1. Select Tools Gear-L.gif
  2. Select Add Requirement Group

Requirement groups are quickly added by selecting the Tools Gear-L.gif icon next to the category level you desired to add requirements to. Next, select Add Requirement Group from the menu - this will automatically add the requirement group to the category level.

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Edit A Requirement Group

  1. Select Tools Gear-L.gif
  2. Select Edit Requirement Group
  3. Make the desired adjustments
  4. Select Update Group

To edit a requirement group select the Tools Gear-L.gif icon to the right of the group. Select Edit Requirement Group from the menu to open the editing menu. Editing a requirement group offers new options that allow administrators to apply their desired logic to the requirements within the requirement group. 

The restriction type will let administrators select from Warn Only, Prevent Adding To Cart, and Prevent Checkout. Note that Warn Only is highly recommended for new clubs as it is a 'soft' restriction and will not halt registrations.

The quantity drop down will let administrators dictate how many of the included restrictions must be met before a participant may register. Note, you must include the restrictions in the group before you can select the number required.

editRequirementGroup.gif

Once you have completed your desired adjustments to the requirement group settings don't forget to select Update Group to save. Select Cancel to discard.

Copy A Requirement Group

  1. Select Tools Gear-L.gif
  2. Select Copy Requirement Group

To copy a requirement group to apply to other instances, select the Tools Gear-L.gif icon to the right of the group. Select Copy Requirement Group from the list.

copyRequirementGroup.gif

Paste A Requirement Group

  1. Select Tools Gear-L.gif
  2. Select Paste Requirement Group

To paste a copied requirement group to another item, select the Tools icon to the right of the group, listed under the new item. Select Paste Requirement Group from the list.

pasteRequirementGroup.gif

Delete A Requirement Group

  1. Select Tools Gear-L.gif
  2. Select Remove Requirement Group

To remove an unwanted requirement group select the Tools Gear-L.gif icon to the right of the group. From the menu, select Remove Requirement Group. Confirm the removal within your browser's prompt.

Requirements

Requirements are the core elements behind setting restrictions/prerequisites. They allow admins to set specific rules for entry into a program. Applied to a category level, these rules will apply to all programs within the category level. Applied to a program, these requirements will apply only to that single program.

Add A Requirement

  1. Select Tools Gear-L.gif
  2. Select Add Requirement
  3. Enter requirement information
  4. Select Add

To add a requirement you must first create a requirement group for your category level or program. Once you have done so, select the Tools Gear-L.gif icon beside your requirement group. From the menu, select Add Requirement. In the Create New Requirement pop-up you can now select a requirement type and value. When complete, select Add to add your requirement. 

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You can also set category levels to require one another. To do so, create a requirement group within the child category level, then drag and drop the parent category level into the requirement group. You can use this technique to move existing requirements from one group to another.

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Some requirements allow for anti-requirements. Anti-requirements are those you wish to not be completed or true before you allow the participant to register for the applicable program. To enable your requirement to be an anti-requirement select "Requirement should not be met" from the Create New Requirement pop-up. Some requirements may not allow for anti-requirements. 

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Min Age: Min age allows you to require a minimum age to be met before a participant can register for an associated program. Your value would be your desired minimum age. (ex. 4). Note, age requirements need an Age Cutoff to be set. Age Cutoffs can be set at the Season level and/or the Program level.
Max Age: Max age allows you to enforce a maximum age to be allowed when a participant registers for an associated program. Your value would be your desired maximum age. (ex. 15). Note, age requirements need an Age Cutoff to be set. Age Cutoffs can be set at the Season level and/or the Program level.
Gender: Gender allows you to set participant gender requirements that must be met when a participant registers for an associated program. Your value would be your desired gender. (ex. Female).
Category Level: Category Level allows you to set a requirement of previously accomplishing another category level. This allows you to stagger or tier your category levels, making the previous category level a requirement of the next. Note, you can also drag and drop one category level into another category level's requirement group. Your value would be the required, completed category level (ex. Canskate 1).
Achievement: Achievement allows administrators to set a requirement of an achievement to have been accomplished. Achievements can be selected from preset achievements you've added to the system or you can create a new achievement by entering the name and selecting Add. Your value would be the achievement you wish to be accomplished before registration is allowed (ex. 360° Spin).
Participant Product: Participant Product allows you to set a requirement of a product/subscription/ticket/program that must be purchased by the participant in order to register for the applicable program. Your value would be the item required by the participant (ex. Costume Fee).
Family Product: Family Product allows you to set a requirement of a product/subscription/ticket/program that must be purchased by the family of the participant in order to register for the applicable program. Your value would be the item required by the participant (ex. Volunteer Chocolate Bar Box).
Participant Value: Participant Value allows for administrators to check for a value in a custom participant field. The check is only to verify a value exists within the field, not what the value is. Your value would be the custom participant field that you would like to check against (ex. Do you have previous experience?).
Skate Canada Season: Skate Canada Season is available to Skate Canada affiliated clubs only. The Skate Canada Season allows administrators to check against the Skate Canada database/your Uplifter site to ensure that the participant has an SC membership for the specified year. Your value would be the Skate Canada season you wish to check against (ex. 2017/2018).

Edit A Requirement

  1. Select Delete Delete-L.gif
  2. Re-add your requirement as desired

Presently you cannot edit a requirement. Instead, you can Delete Delete-L.gif the requirement and re-add it as desired.

Delete A Requirement

  1. Select Delete Delete-L.gif

To delete a requirement select the Delete Delete-L.gif icon next to the undesired requirement. 

 

Categories, Category Levels & Programs

You may find yourself wondering how all these elements work together. Why you're setting up all these elements and what is the best way to figure out a viable structure. The two sections below should offer you more insight into how these pieces intertwine. 

A Break Down Of Elements

Within Uplifter your main setup goal as an admin will be to create programs. Programs are the items that your members will sign their participants up for and represent your classes and events that you offer within your club/organization. 

Each program must be categorized into a single category. You cannot select more than one category. Within that category you may also categorize your program by at least one (but as many as all) category levels within the category you have chosen.

Your category and category level can also be filtered against by your members during registration. You category should tell them the discipline or overall concept, while your category level should tell them the level of experience expected/required.

A Tale Of Two Clubs

To get a better feel for how these elements work, let's take a look at two clubs that are setting up their sites.

Our first club is a Skate Canada affiliated club. They will be setting their categories and categories up as detailed below in the Skate Canada Categories section. Our second club will be a dance club that offers three main disciplines: Tap, Jazz, and Ballet.

Our Skate Canada club created two categories: Canskate and Starskate. Our dance club created three: Tap, Jazz, and Ballet. This is because, despite having many classes and events that take place within the clubs, they can all be reduced to occurring within one of these elements. All of the skating events/programs are either Canskate or Starskate based, and all the dancing events/programs are either Tap, Jazz, or Ballet based.

Now that they have their categories in place it is time to create some category levels too! The Skate Canada affiliated club dissects their Canskate category level by the standard stages: Canskate 1, Canskate 2, etc. They did the same for their Starskate category. The dance club determined that all of their disciplines have the same class structure: Beginner, Intermediate, Advanced, and Adult.

Now that both clubs have their categories and category levels set up, they are ready to create programs. When creating programs they will have the option to select only one category to attach their program to. However, they can select as many category levels within that category as they would like (but at least one). 

The Skate Canada affiliated club offers a Canskate program, so they select Canskate as the program's category. However, this program allows all Canskaters on the ice at the same time! Because of this, they select all of their category levels within Canskate. The dance club, however, is setting up a beginners ballet class. They only want beginners in the class so they will select Ballet as they category and only Beginner as their category level. 

 

Skate Canada Categories

Skate Canada affiliated clubs will all use the same basic structure that Skate Canada set forth for a skater's progression. This includes the ribbons and badges of Canskate and the tests of Starskate, but may also extend to several other categories. Though there is not wrong way to create your Skate Canada categories, many clubs have found the examples below to offer the best results. 

Note that, when creating your categories, you do have to select a Skate Canada Category Name to pair your category with. Though many of your categories' pairings will be very evident, if you are unsure of which to pair with you can always select N/A.

Canskate

For most clubs Canskate will be the category you add first. The Canskate category is best set to follow the badges and ribbons already used as milestones by Skate Canada. This means that Canskate will be your category and Canskate 1, 2, 3, etc. will be your category levels.

Don't forget that you can set the previous category level to be a requirement of the next. This will 'nest' your category levels. Once set up, your category should look similar to the image below.

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You can then implement your desired requirements within the category levels. These would not only be age requirements, but also those you wish to set to be able to advance. Many clubs will find setting the agility, balance, and control achievements are excellent additions to their category level requirements. Note, as these are requirements, your Canskate 1 Agility should be a requirement of Canskate 2, for example. Once done, your category level requirements will look similar to the image below.

Note that your requirements are best set to Warn Only for your first season of registrations.

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Starskate

Starskate is often a club's next category. Similar to Canskate, Starskate will be your category, with the category levels aligning with the stages within (Starskate 1, 2, 3, etc.). Once you have set each preceding category level to be a requirement of the next, you should find your category looks similar to the image below.

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The requirements for Starskate will be a little more involved. Not only will they require the previous category level, but they will also require the previous category level's tests to be completed. Once established, you should find your category levels look similar to the image below.

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