The Application Help Documentation
Learn how to use specific features and modules in the system to enter and manage you data
Topics
- The Smartabase software is available to use on an Internet Browser, an Installed Version AND and iPad/iPhone Version 1
- Logging in and bookmarking the software website address 4
- Install and Work Online or Offline from an installed version 1
- Your Account and Internationalisation 3
- Optimising your workflow 1
- Groups, Personal Groups and using the Search Module to Find an athlete 3
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Entering Data
10
- Entering Data For a Single Athlete
- Entering Data For a Group of Athletes
- Group Entry Mode Improvements: Entering in data into one Section at a Time in Group Entry
- Copy and Paste data from one Event Form entry to another entry; for use across the same or different athletes
- Entering and Updating Injury/Illness Records
- All Images attached to an Image Field Types now appear as a Thumbnail in the Event Form.
- Save and Continue: How to save an event and reopen it for Related Events to be able to be accessed
- Newly Entered Table Rows can be deleted
- Draft Data which is used for planning
- Group Entry enhancements
- Entering or Uploading fields like Heart Rate files 1
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Performance Alerts
9
- Critical Update Regarding the Performance Alerts Notifications and Set Up
- Setting Up a Performance Alert: Step 1- Name it, Step 2- Set up the Alert Criteria
- Setting Up a Performance Alert: Step 3- Setting up the Notification Criteria, Step 4- Writing in your message
- Setting Up a Performance Alert: Steps 5 and 6- Communication Preferences
- Setting up Performance Alerts: Steps 7 to 9- Select who is Monitored by, and who is Notified of, the Alert
- Performance Alerts: Activated Alerts
- Performance Alerts: can't create the specific alerts you need because you need additional fields to be added to your Event Forms?
- Are your Athlete History pages full with Red Performance Alerts? You can delete them ALL at once using the Performance Alerts Module
- Performance Alert FAQs
- The Side Bar 2
- Recent Entries and The Athlete History Modules 2
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The Reports Module
12
- Saved Reports-Important Changes to include Future Athletes in a Group in Saved Reports
- Reports: Selecting your data and athletes and running a report
- Reports: The capability to search Text boxes (single line of text, paragraph of text etc.) for word matches
- Running a Report that ranks the data and generates a percentage change
- Run a report and hide who entered the data, or the athlete's name
- Report Options: Save, Delete, Export, PDF, Investigate, Summary Statistics
- Reports that appear on the home page when you login
- Reports: Setting up Reports to appear on other Users' Home Pages (Front Page Reports) and Reports Pages (Report List)
- Advanced Section: pull through sex, dob, group, date event created, and even Profile data into the report
- Export to csv when logged in offline on the installed/desktop software
- Performance Standards in Reports
- On Date Start Time and End Time can be selected to be included in Reports run on the Reports Page
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Excel Reports: Reports that can be generated using an Excel Template
11
- Advanced Excel Reports
- Advanced Excel Reports- An example using Microsoft Excel 2010
- Select specific fields that you want to include in the Excel Report (to overcome the Excel Limitation of 230 columns)
- Excel Report Enhancements: Profile Form Field selection to include in Reports
- Excel Report Enhancements: Setting up filters for each Data Type
- Excel Report Enhancements: Running a report when there is no data for an event type
- Excel Reports can be edited once they are created
- Formatting Duration Fields in Excel Pivot Table Reports
- Offline CSV export to an Excel Report Format
- Date Range "Date Period Selection" Excel Report output enhancement
- Live Data Reports
- Automatically Generated Reports 2
- Quick Views of the Athletes Data 2
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Printing
4
- Printing
- Generating a PDF from an Athlete's Data- The layout will be different depending on where you generate the PDF
- To Email a PDF report, you will now need access to a special "Reports - Send Email" permission.
- PDF and PDF Form Reports can only be sent to a user with access to BOTH the Event Form and all Athletes included in the report
- Schedules and Calendars 3
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Resources: access shared Resources and Event Form Resource-Attachments
5
- Important changes regarding access to Event Form Attachments (e.g. files you upload to a Medical Record or Travel Form) that have been set up to treat Event Form Attachments as Resources as well
- My Resources: Downloading a Resource
- My Resources: Add a new Resource, Edit an Existing Resource, or Remove a Resource
- Resources: Links other external websites
- You can add Attachments or Attachment-Resources to an Event Form during Group Entry
- Messaging 1
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Access Profile Information
12
- Viewing an Athlete's Profile
- You can create a PDF of any of the Profile Pages in the system
- How to get a complete Report of ALL Profile Data entered for a Profile Form
- Landscape or Portrait is now available on Athlete History and Reports for the PDF (form) feature
- Preview Schedule Module
- Preview Schedule Module: How to Publish Draft Scheduling forms and send iCALS
- Preview Schedule Module: Conflicts between Related Entities
- Athletes: How to Book an Appointment
- View Current Schedule Module
- View Current Appointment Module
- Coaches: Access Account Data from the main application via the Profile Pages
- Group Entry Editing: Date and Time, and Delete Access changes
- Yearly Plans: Periodisation and Planning 3
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Training Blocks
6
- Create a Training Block
- Edit a Training Block
- Duplicate or Delete an Existing Block from your Training Blocks Module
- Apply a Training Block or View applied Training Blocks
- View Started Training Blocks or Delete a Training Block (from the Training Blocks Page or the Calendar)
- Sharing Training Blocks with Other Professionals on Your System
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Importing information into the system via .csv file.
13
- Importing Information
- DO NOT CANCEL A SLOW IMPORT
- New Date Import Test check capability
- You can now import in Event and Profile data for over 1000 athletes, or have files with over 1000 fields, online, installed online and installed offline
- Error Messages that appear to help diagnose why an import has failed
- Importing Data FAQs
- Importing Data: How to Trigger or Skip sending Performance Alerts
- Import in OSICS codes that are exported from the system
- Import Data into the system when logged in offline on the installed/desktop software
- Importing in exported multiple selection fields
- Importing in exported injury or illness records
- Finish Time is now available to use when importing in data
- German CSV export and import changes
- ALWAYS Logout or close the application when you are finished. 1
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Glitches/Issues that have been resolved
7
- Glitches with default values in tables and html code appearing in tables have been resolved
- Glitches in Yearly Plans Resolved
- Abbreviations not appearing in a PDF of an Inform Report Issue Resolved
- PDF heading is appearing in a PDF report and Performance Standards for Duration Fields are being pulled through
- Issue with Inform Report data not pulling through correctly Resolved
- Glitch with date of birth not pulling into the Profile Pages Resolved
- Group Entry Cell Position Glitch Resolved
Access manuals and lesson about how to track and monitor your data in your custom built software application.
Other Resources
Recent Updates
- Setting Up a Performance Alert: Steps 5 and 6- Communication Preferences
- Setting Up a Performance Alert: Step 3- Setting up the Notification Criteria, Step 4- Writing in your message
- On Date Start Time and End Time can be selected to be included in Reports run on the Reports Page
- Group Entry enhancements
- Finish Time is now available to use when importing in data