SM 101 SeriesCoding

An ACEware Presentation

Today we will discuss• The Big Picture• Coding Rules• Some Code Relationships

– Subject Interest Codes– Source Tracking

• Here a Code.. There a code…• Name• Course• Register

• Adding Codes• Code Reporting• Code Cleanup• Coding Tips

A database has three jobs:

Codes help you organize

the data

What kinds of questions will good coding help you answer?

Which courses should we offer and which should we abandon?

Where are our customers coming from?

What interests do our participants have?

What are the demographics of our best customers?

Code as much as you need . . .

However . . .

If you have no reason for a code…

Don’t Code It!

Coding Rules! Technically, any field is a “code”

We mostly think of “Codes” as validated fields (Interest code, tracking code, coordinator, department, account)

Unlimited number of code definitions

Student (& Faculty) Interest & Course Grouping can have unlimited codes

Codes are universal (everyone sees & uses the same codes)

Most codes can be de-activated

ExceptWith

ScopedInt Codes

Preferences

Preferences matter!If a field is turned off,

no one will be able to use it

Remember: Black preferences = may be set per userBlue Preferences = Global – Set by Sys Admin

If you do no other coding . . .

Assign a subject code to every course

Subject Code

Subject & Interest Codes are related

shares the same list of codesInterest Code = NamesSubject Code = Courses

entering a subject code (0n Course) generates an interest code (on the Name)

That means . . .

Any student who enrolls in a class with a subject code will

automatically inherit that interest code on their name screen

Course Name Marketing

Other Coding Relationships

Source / Tracking Codes

Source code is on the name screen and tells you where you found

this person

Source / Tracking Codes

On the registration screen, the

Tracking code tells you what

marketing piece prompted this

person to register in this class

Source / Tracking Codes Source and Tracking codes share the same list of

choices

You may only assign one source code per name and one tracking code per registration (but a different tracking code for every registration)

The purpose of the Source Code is to find out how that name got into your data.

The purpose of the Tracking Code is to find out how the participant heard about that course

Occupation & Organization

What kind of job thisperson has…

A REALLY big deal if yourProgram is focused on Business, career and

Professional programs…

Type of organization that employs this person

Interest Codes

Interest codes????Make all you want

Interest Codes

NEWInterest Code Scoping

Here a code.. There a code…NAMES

User DefinedCode(able)

Fields

Here a code.. There a code…NAMES II

MORE…User DefinedCode(able)

Fields

Membership Codes

There’s a webinaron that…

See the webinar archives…

Or consult the SM On line help

Here a code.. There a code…COURSE

User DefinedCode(able)

Fields

Here a code.. There a code…COURSE

User DefinedCode(able)

Fields

Here a code.. There a code…REGISTER

User DefinedCode(able)

Fields

Adding Codes

Adding Codes (Method #1)

Module / Codes

Adding Codes on-the-fly(Method #2)

Clicking the plus sign to

the left of the field opens the

Universal Code Editor

Editing/Changing Codes

Pay Attention to Adding vs Editing

Coding Reporting & Cleanup

Code Reporting

Remember!You can also view codes

from the Edit Codes screen

Code Cleanup

Code Cleanup

Coding Tips

Code Design Tips• Create as many codes as you want, but only

as many as you’ll use

• Use as many available characters that you need for clarity

• Consider a major/minor reference system

EDUC+ADM = Education / Administration

EDUC+K12 = Education / K through 12

DANC+LNE = Line Dance

DANC+BAL = Ballroom Dance

DANC+SAL = Salsa Dancing

DANC+BEL = Belly Dancing

Coding TipYou can view a list of names and courses associated with a particular interest code

View all names that have the interest

code

View all courses that have the interest

code

Coding TipYou can now re-label both

Occupation and Organization

Changes in your organization?

Your codes may need to be updated/changed/revamped

Coding Tip

Questions?chuck@aceware.com

800-925-2493

Next Webinar…Preferences: Everything you ever wanted to know ..

But were afraid to ask…

Wednesday, November 14th, 1:30 pm CST800-925-2493