The Application Help DocumentationCoach/Professional Help Documentation Access Profile InformationYou can create a PDF of any of the Profile Pages in the system
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
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