You can add Attachments or Attachment-Resources to an Event Form during Group Entry

The My Resources Module has undergone significant development so that it can be used as a central storage point for documents, files, video etc. All resources are now uploaded into a specific Category and access to these is set based on the Category that is assigned to you as part of your Role/s.

In line with the updates to the My Resources Module, each Event Form (e.g. a Player Review, Video review form, Tour Programme) can have an attachments (Attachments uploaded to an Event Form, NOT a File that is uploaded within the document) so that it is available in the special Attachments section in the Sidebar and the Athlete History. These Attachments can also be set up to act as a "Resource" so that they appear in the My Resources Module. This change will enhance your ability to upload, access and share attachments that a group of athletes need access to.  

These Attachments and Attachment-Resources can now be attached during Group Entry (enter data for group).

N.B. Your ability to access specific Resources and Attachments for different Event Forms is set by your system Administrator. If you do not have access to the correct information or Resource Categories, please contact your organisation's Site Administrator immediately.

Any Event Form can be set up to have documents, images or files attached to the Event. This is done on a Form by Form basis

Any Event Form can be set up to have documents, images or files attached to the Event. This is done on a Form by Form basis

Previously, Attachments could only be attached to a single athletes' entry. Now, a single document or file can be attached during group entry mode, and this single file appears with the individual entries, either on the coach or the athlete's view (providing they have permission to access it).

User can now attach one file to multiple athletes' records so that those entries all reference that one file

User can now attach one file to multiple athletes' records so that those entries all reference that one file

To enter in Data and an Attachment for a group of athletes, click on the Enter Data For Group Button

To enter in Data and an Attachment for a group of athletes, click on the Enter Data For Group Button

Select the athletes you want to enter in the new data for

Select the athletes you want to enter in the new data for

The data entry form appears in a tabular format. Enter in the relevant data for the players. Then, click on Add Attachment to attach a file

The data entry form appears in a tabular format. Enter in the relevant data for the players. Then, click on Add Attachment to attach a file

Enter in the required data for the athletes. You may want to complete the data in the table, or leave it blank for the athlete to enter when they re-open the form.

Now at the top of the Event Form, you can see that there is a field called Attachments where you can add in one or more attachments. To add an attachment, click on "Add Attachment".

The Attachment pop up box appears for you to enter in the relevant attachment information into

The Attachment pop up box appears for you to enter in the relevant attachment information into

The example in the image here shows the attachment is being uploaded and it is being added into the "Athlete" category. It is being added into that Category because all athletes in this system have been given access to that Category. This means, if the athlete is given access to access this event form, and this category they will each be able to access the data entered for them and the attachment entered for the group.

N.B. If the Event Form is only set up to allow attachments ONLY (not Attachment-Resources), the group entry attachment pop-up will look like this

N.B. If the Event Form is only set up to allow attachments ONLY (not Attachment-Resources), the group entry attachment pop-up will look like this

All of the Event Forms on your system need to be set up specifically to have Attachments, and then Attachments that act as a Resource. The image here shows that this Attachment is only set as an Attachment, NOT as an Attachment Resource. If the attachment is set up this way, the attachment will still appear for each athlete attached to the entry and in the Sidebar for all of the athletes, but it will not appear in the My Resource Module.

Once the file is uploaded, the athlete entries that the attachment is linking then need to be saved on the system (e.g., click on Save and Close)

Once the file is uploaded, the athlete entries that the attachment is linking then need to be saved on the system (e.g., click on Save and Close)

The entries are added to the system and you can see these displayed on the Reports Page

The records can be opened again in group entry mode and the attachment appears

The records can be opened again in group entry mode and the attachment appears

Alternatively, the entry can be opened for any of the individual athletes, and the attachment appears as well.

If the athlete has been given read/write access to the form, they will see this Entry in their Schedule, Sidebar, History etc. If they also have access to the

Any Attachments and Attachment Resources will appear in the Attachments List in the Sidebar. The attachment can be downloaded from here, or by opening the Event Form, or from the My Resources Module (if the attachment is set up as an Attachment-Resource, and the athlete has access to the My Resources Module).

The athlete can download the attachment directly from the Sidebar

The athlete can download the attachment directly from the Sidebar

The athlete can open the Event Form, download the Attachment and enter in any relevant data into the Event Form

The athlete can open the Event Form, download the Attachment and enter in any relevant data into the Event Form

If the Event Form Attachment is set up as an Attachment-Resource, the athlete will also be able to access the Attachment from the My Resource (providing they have the correct Form and Category permissions)

If the Event Form Attachment is set up as an Attachment-Resource, the athlete will also be able to access the Attachment from the My Resource (providing they have the correct Form and Category permissions)

To be able to access the Attachment-Resource, the Athlete MUST have read access to the Event Form, AND Access to the Category that the Attachment Resource is stored in (e.g.in the example in the steps above the Resource was added to the Category called "Athlete"). The Category was enabled on the Role permissions for the athlete.

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