Categories on Club 1.0

1. Select  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.

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.

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

Categories can be quickly updated by selecting the Edit  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.

1. Select to Delete  the category

Categories can be deleted by selecting the Delete  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.

1. Select  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 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.

The Next Category Level drop down can be set at time of creation, but it is likely that you will need to create further category levels in order to facilitate the desired chain of category levels. Please see Add Next Category Level for further details.

1. Select Tools 
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  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.

1. Click Tools
2. Select Edit Category Level
3. Use the Next Category Level drop down to select a category level
4. Click Update Level

Set a Next Category Level on your category by selecting the Tools icon next to the desired category level, then using the Next Category Level drop down to select your desired "next" category level.

By setting a Next Category Level your participants that are marked as "Completed" in the initial category level will automatically be set to In Progress in the select Next Category Level. Please note that this only occurs at the time of updating the status to Completed. This includes on the evaluations feature!

1. Select Tools 
2. Select Remove Category Level

By selecting the Tools  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.

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.

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.

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. 

For each program you create within Uplifter you must select a single category to align the program with. Further, you must select at least one category level within the chosen category. However, you may also select more than one category level if that applies to the program you are creating.

Programs that have only one category level associated to them will always assign participants to that single category level. Before allowing registration into such a program the system will check for any requirements/restrictions you have on the category level or on the program itself. Once registered, the participant will have the category level set to 'In Progress' on their profile. Please note that if the participant has already completed the category level (it is set to 'Completed' on their profile) this will not revert back to 'In Progress'.

Equal category levels are those that are not tiered and thus do not have an intrinsic hierarchy built into them. In order to place a participant into a category level the system will start at the top and work down the list of involved category levels. The order of this process is determined by the Display View order. During this process the system will check the top-most involved category level and validate the participant against any requirements or restrictions. If they are able to join, the system will place them in said category level. If not, the system will move down the list to the next involved category level. This process is repeated until a valid category level is found, or until all category levels are considered. At that time the system will alert the user that they do not qualify for the program.

To access the Display View simply click the Display View tab at the top right. Select the category in question on the left, then drag and drop your category levels into your desired order. Click the Requirements View to save and return to the standard view.

When registering for a program with multiple category levels it is entirely possible that a participant qualifies for more than one involved category level. As such, ensuring your category levels are up to date with requirements and their order is correct will be important.

Tiered category levels are those that have an intrinsic hierarchy built into them based on each category level requiring the completion of the previous category level. This means in order to be placed into the second category level you must have completed the first. Please note, that even if there is a hierarchy of this nature in place the system will still review the levels in the standard order of top to bottom. This order stems from the Display View.

To access the Display View simply click the Display View tab at the top right. Select the category in question on the left, then drag and drop your category levels into your desired order. Click the Requirements View to save and return to the standard view.

When registering for a program with multiple category levels it is entirely possible that a participant qualifies for more than one involved category level. As such, ensuring your category levels are up to date with requirements and their order is correct will be important.

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.

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.

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.

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.