Sportsman Web - Getting Started
(Ver 1.0 August 2020)
In response to customer requests, Peak
Software is pleased to offer Sportsman Web – a browser-based Sportsman
application. Sportsman Web (“Web”) is an
additional way for Sportsman Cloud customers to get access to Sportsman
features and data from any internet-enabled device. This new technology will add additional
convenience as it does not require download of the Sportsman application and
can be accessed from virtually any PC, MAC, Tablet or even cell phone. Sportsman Web is also free to use with a
Sportsman Cloud license, has a fresh new look, and will be intuitive to learn
as labels, flows and functionality are similar to the desktop application
version. It also has a major new feature
– a Dashboard to show important information about current programs,
registrations, admittances and financial information.
Once enabled for use with your
Sportsman Cloud license, Sportsman users can simply use a browser on a tablet
or computer to log into www.sportsmanweb.com with the same email and password they
use in the Sportsman application. They
can even be logged into Sportsman Web simultaneously with the Sportsman desktop
application (being logged into both will not use more than 1 concurrent
login). Web works best with the
following browsers: IE 11, MS Edge.
Chrome, Safari.
The current version is intended to be
used in conjunction with the Sportsman downloaded application or as a
convenient stand-alone to have access the new status Dashboard, Patron Look-up
information and Reporting. Our goal is
to continue to develop Sportsman Web by adding all modules and features of the
Sportsman downloaded application including new and improved items over the next
few years. While using Sportsman Web you
may see “grayed-out” feature listings or tabs in menus – this means they are unavailable
currently, but in development. Eventually Sportsman Web will be able to serve
as a replacement for the desktop application for those customers that desire it
while we continue to support the desktop application.
Prerequisites: Enabling and configuring users for Sportsman Web
will require both System Administrator and Site Administrator log in
access. You must be using Sportsman
Cloud services – please call our Sales Department at 801-572-3570 x1 for Cloud information
and pricing. We recommend you call our
Technical Consulting Team at 801-572-3570 x2 or participate in one of our
Sportsman Web online trainings before enabling and using Web.
Additional Resources:
Introducing Sportsman Web
(video)
Personalizing Sportsman Web (video)
See additional Sportsman Web videos
Sportsman Web Development Roadmap (document)
This Document will cover:
ü Sportsman Web 1.0 Features
ü Enabling Sportsman Web
ü Setting Local Time Zones
ü Providing Sportsman Users with Rights to Use
Sportsman Web
ü Navigation and Opening Multiple Browser Tabs
o
Logging
In
o
Navigation
and the Menu Bar
o
Using
Multiple Browser Tabs
o
Quick
Links, Watchlist and Message Center
ü Dashboard Features
ü User Configuration Settings
ü Menu Settings
Sportsman Web 1.0 Features
Version 1.0 allows you to view and edit patron information,
view data on the dashboard and view, print and download reports. The ability to create and take payment for
patron registrations and reservations is currently in development.
· Patron
Lookup – You can conveniently access patron account information you need
including household information, emergency contacts, memberships, registration
history, financial details and more. You
can edit household demographic information, upload documents, edit and assist
with ActivityReg Logins. Under version
1.0 you cannot print or email receipts or waivers, cancel a registration or
take a membership photo.
·
Reporting
– The full suite of reporting is
currently available in Sportsman Web except employee timekeeping and golf
reports). You can run and download
activity, facility and financial reports.
You can define new custom reports that will be saved and accessible in
the application.
From the left panel you can choose the category of
reporting you wish to select. Just like
in the desktop application, you can choose an activity or set filters and
select from our wide menu of reports to run including Custom Reporting Formats
for Activity and Patron List reports.
·
Dashboard
– This is a fresh new feature intended to help administrators, directors and
coordinators know what is happening currently with registrations, tills,
admittances and more. Information
available is dependent on your licensed modules - the example below uses a
Sportsman license with ActivityReg and Membership. It is configurable by dragging and dropping
various elements and choose display options.
Configurations can be set and
saved for each Sportsman User. Internal ‘Director’s Message” can be displayed
as well as customized “Quick Links” to aid efficiency in navigation.
There is no
charge to use Sportsman Web, but Sportsman Cloud is required as your data must
be hosted on our cloud to be used with Sportsman Web. To begin, log into Sportsman as the Site
Administrator and navigate to File>Administration>System
Configuration and the “General” tab.
To enable
Sportsman Web, check the box to Enable
Sportsman Web. If you have
not yet enforced strong passwords you will also need to check that box and
every Sportsman user will need to change to stronger passwords. This protects your data.
Please click [OK] to save your changes.
Setting Your Time Zone
You will also need to set any specific local
time zones as you may have them. To do
this navigate to File>Administration>Site
Configuration and the General
tab. Select any specific local time zone
you use in the “Environmental Settings”
panel in the lower right.
Providing Sportsman Users with Permission to Access
Web
Web uses an email address and password unlike the Sportsman
Application which uses a UserID and password.
Users must have a “Web Login” email established before they can use the SportsmanWeb.com website. Furthermore, users must set up a new password
when logging into Web for the first time, this password will also be used as
their new password for the Sportsman desktop application. Permissions and security established in the
desktop application will carry over to Web.
To begin, log into Sportsman as the System Administrator and navigate
to File > Administration>User
Administration.
Next, select the user from the User List screen so it is
highlighted and then click [Edit].
On “User Administration”
screen, User Information tab, add
a Web Login email in the box. We
recommend you use the SAME email used to access the Sportsman PC based
application. A pop up will alert you of
your choices to either add a new password or require the user to set up a new
password. A new password is required as
Web passwords require enhanced security. Click
[OK] when all changes are made.
Your Sportsman User will receive an email confirming their
Sportsman Web registration including the link to log into www.sportsmanweb.com. They should login immediately, set a new
password and confirm their access.
Note: Their new password will replace their
existing desktop application password.
Web passwords must meet the following requirements:
· Have at
least one uppercase character
· Have at
least one lowercase character
· Have at
least one number or one special character
(!"#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
· At least 8
characters long
Possible Error: When setting up your first user, you may get
a pop-up error box that the SportmanWeb.com website could not be reached. This would happen if your IT has placed
limitations on which websites you can access.
This issue must be fixed at your local center by asking your IT
specialist to permit access to both https:\\sportsmanweb.com and
https:\\api.sportsmanweb.com.
Navigation and Opening Multiple Browser Tabs
Logging In
Sportsman Users can be logged into both the Sportsman
application AND Sportsman Web simultaneously.
This will only count as a single concurrent user login. Web is accessed via www.sportsmanweb.com. If the user has access to multiple sites (in
a multi-site license) they will need to choose which site to log into from the
drop down, however using multiple browser windows or even multiple browsers you
can be logged in to multiple sites simultaneously.
Note: Sportsman web sessions will timeout after 24 hours of
inactivity.
Possible Error: When the first user logs into Sportsmanweb.com it is
possible, but very rare, that they get a “App Key Error” asking them to contact
us. This may occur only with clients
that have had us restore databases or have changed databases in the past. It can be remedied from our end by speaking
to one of our Technical Consultants.
Navigation and the Menu Bar
You can navigate Sportsman Web by clicking on tabs,
feature name and buttons similar to the desktop application, you can also use
your browser’s back button.
There are several features available from the top
horizontal menu, several are ‘grayed-out’ and not yet in production.
Sportsman Web logo: clicking on the logo will return you to the
main dashboard page.
Action tab: clicking this tab will currently bring up the
Look Up feature. The list of available
features will be similar to the main screen selection when you first log into
Sportsman desktop and will include:
Activity Registration, Facility Reservation, Rentals and more.
Reporting tab: this will bring up a full screen with
familiar menus and selections to run all reports including your custom
reports.
Site Name: This will show the current license you are
logged into. For
multi-license/multi-site Sportsman Users this will confirm which database or
“site” you are working in.
User Name: This shows the name of the user currently
logged in. Clicking on the down arrow to
the right of the name provides detail about the Sportsman database that is
being accessed and also provides links to Reset
Password and to Logout
of Sportsman Web.
Cog icon: Clicking on the cog will give you access to
various configuration screens to customize your Sportsman Web.
? Help Icon:
This will take you to the Sportsman Support page where you can submit Technical
Support tickets, search and read product documentation, order supplies and
equipment and review recent Newsletters.
Feedback: This brings up a form that allows you to
provide suggestions to improve Sportsman Web.
Quick Links, Watchlist and Message
Center
From the main page you can access Quick Links,
Watchlist and Message Center (aka Quick Tips) from the left margin. You can add additional Quick Links to
customize your list (See Additional Resources
listed above).
Quick Links:
are the same menu buttons on the main page of Sportsman desktop application,
but can also include more defined links such as Financial Reporting.
My Watchlist:
This is a list of items that may need attention including open tills, tentative
reservations, etc.
Message Center: This is the same as Quick Tips in the desktop
application and provides information about new features, training resources and
tips.
Using Multiple Browser Tabs
You can have several browser tabs open at a time,
each with a different Sportsman Web feature. You can also have multiple browser tabs logged
into separate sites if you have a multisite configuration and User permissions
for those sites.
There are two ways to open new windows:
1.
Right
clicking on a feature and selecting Open in
New Window - in this case you
will be logged into the same session and logging out of any one window will log
you out on all.
For
example, right clicking on the Reporting
tab on the top menu bar and selecting “Open link in new tab” will open that
feature in a separate browser window.
If you right mouse click on the Sportsman Web logo you can open a new
dashboard tab.
2.
Opening a
fresh browser tab and logging into to Sportsmanweb.com – you will want to use
this method if you are opening access to multiple sites. In this case you will need to log out of
each fresh tab you logged into.
Dashboard Features
The Dashboard is the default screen that appears when logging
into Sportsman Web. It consists of
navigation and information links in a left panel (described above under
Navigation) and a customizable main panel with different types of
information. In other documentation (see
Additional Resources above), you
can learn how to hide, add and customize these widgets and Quick Links from the
settings cog on the bottom right of the screen.
You may have more or less widgets and information based on the Sportsman
modules you have licensed. For example,
the Patron Admittance widget will not show unless you have Membership module
and are using that feature.
On the main panel, each information pane is referred to as a
widget.
The upper row of counter widgets provides basic count
information for the current day’s registrations, reservations, admittance. It also shows how many Sportsman Users
(staff) are currently logged in. These will always show, even if you scroll
down on the main panel.
In the large panel below, you can have widgets showing graphs
in various ways for Revenue, Registrations, Reservations, Admittance, Director’s
Messages and running list of recent activity including sales, registrations,
new memberships etc. The “Going On Today” is a very helpful widget to
show you classes, programs and reservations happening today. See below for a few examples of dashboard
configurations and the types of widgets that can be added. Refer to Additional
Resources above for links to instructions on dashboard
configurations.
User Configuration Settings
Each user can configure their personal settings including
default filters, search parameters and report settings. These are some of the same configurations
located in the Sportsman desktop application File>Workstation
Configuration, General Settings
and Printers/Email tabs.
The configuration and menu screens are accessible by clicking
the cog icon on the top right of the menu bar and then choosing User
Configuration on the left panel. Note that currently only User Configuration
and Menu Settings are in production. You can also get to the cog icon from the
upper right corner of the Look Up screen.
Note:
changes made to User Configuration
settings in Sportsman Web will be applied to the Sportsman desktop application
upon your next log in.
The User Configuration
screen is divided into 3 sections: General Settings, Member Search Settings and
Reporting Settings. See below for a
description of each area. Be sure to click [OK]
at the bottom of the screen after making changes.
General
Settings: In this
panel you can set several defaults.
Account Details
Filter Default sets the filter to show All or Outstanding account details for a
patron. See the below screenshot for the
corresponding filter location in Sportsman Web.
Default Patron
Information tab selects which tab on the Account Details
information screen is highlighted by default.
There are additional
filters and preference check boxes.
Member
Search Settings: In this
panel you can set your Look Up feature default search fields.
Default
Search By: This sets
the default for the search field on the Look Up screen. Most Sportsman Users
prefer to search on Name.
Search Result Name
Format: This allows you to establish
search result listing by first, last or last, first on the Look Up screen
result list. See the example below.
There are other
search parameter checkboxes below to help you fine tune your Look Up search
result. The “Automatically Open
Individual Information If Only One Is Found” is most popular.
Reporting
Settings: In this panel you can set your viewing and
printing options. These are the same
options that appear in the desktop application under Workstation
Configuration>Printers/Email tab. These settings allow you to choose report
color schemes, shade alternate lines and even save color printing ink.
Menu Settings
In the Menu Settings
area you can hide or show Sportsman features and options.
The Menu settings screen is accessible by clicking the cog
icon on the top right of the menu bar and then choosing Menu Settings on the
left panel. Note that currently only User Configuration and Menu Settings are
in production. You can also get to the
cog icon from the upper right corner of the Look Up screen.
The Menu Settings
screen is divided into several sections based on categories of settings. Each setting is a toggle switch which is
grayed-out if Off. Some Menu Settings
are still in development. Be sure to click [OK]
at the bottom of the screen after making changes.
SM:WEB:B:Aug20
