Here is a link to the recording of the recent training session and the AI summary below

https://fathom.video/share/iWC7s6zssngrpEmRV6cJQgxs8nmzRMxs

Meeting Purpose

ASLI regional reps group training on using the new website/platform

Key Takeaways

• Reps learned how to create events, send emails, manage attendees and certificates in the new system
• Some functionality like uploading documents was unclear and will require further guidance
• The system has separate areas for basic events (Club Control) vs more advanced events with registration (Admin area)

TopicsLogging In and Access Levels

• Reps have regional email logins that give them admin access
• Some reps had issues with permissions not allowing full access - this will be looked into

Creating Events

• Events can be created in the Admin area with details like dates, registration, tickets etc.
• Events here will show on the main calendar; can optionally restrict visibility to just the region
• Custom questions can be added for attendees to answer during registration

Managing Attendees and Sending Emails

• Can view/filter list of attendees, send emails from the event
• Emails can be personalized with merge fields
• CPD certificates can be generated and emailed after marking attendance

Resources and Documents

• Uploading documents/minutes was unclear - some had issues seeing uploaded files
• More guidance needed on if/how reps can upload files to their regional area

Next Steps

• Rachel and Iona to review permissions and document uploading process
• Provide additional training guides/videos on specific workflows
• Potentially schedule another training session to cover remaining questions