Understand the flow of information from the Builder Site to the Application Site via Permissions on the Admin Site
The Builder site is where you create and set up all of your Event forms (a questionnaire/test that you capture and monitor regularly), Profile forms (profile information that does not chnage often), databases and optimise how each field in that form is used in the actual application.
The Administration site allows you to give users access to the event forms, profile forms, databases that you create. Regardless of how you set up your forms, if a users doesn't have access they cannot use the form. You ALSO give permissions to all of the different system permissions and modules (e.g the sidebar, the athlete history module etc)
The Application site (Main site all users access) is where users actually enters data into the system, access data that has been entered for athletes and use the different modules available to them.
Before you begin developing your site and creating forms you need to understand how the three different sites relate.
As a builder you will have access to three different Sites Addresses.
You use the same login (username and password) to access the Builder, Administration and Application (Main site).
The sites all use the same starting link and then different addresses stipulate where you can access.
ONLY a Builder licence can access the Builder site (to create forms and manage the application).
A Builder and/or an Administration Licence can access the Administration site to manage users and access to data, users and system modules.
All other users will only be able to access the main site.
The addresses will look like this:
Builder Site: https://my.smartabase.com/sitename/builder
Administration Site: https://my.smartabase.com/sitename/admin
Main Site: https://my.smartabase.com/sitename
To install the software and work on-line and/or offline from a installed version* (with the same level of security) users can download the site.
* This is only available for the application (main site), not for access to the Builder Site or Adminstration site.
The Builder Site is where all of the data capture forms (Event forms, Profile forms and Databases) are created. The data flow and background colours that appear for each field and even the performance summary dashboards are set up here as well
The builder site is where you create all of your events:
Event Pages (the data capture pages for all of your data) (see the image in the step below for an example of different event forms that have been created)
Profile Pages (data that doesn't change over time)
Set up colours performance bands for the event forms (Performance Standards) and automated feedback (Performance Explanations)
Set up Performance Reports based on the athletes Key Performance Information (Performance Summary Reports)
Build Databases that are added into Event and Profile forms
Edit the Application Details and Colours (the site location, and the colours and layout)
You can create forms to track almost any kind of data using the Form builder (shown in the image here)
On the Builder you can create as many event forms as you require. Then to access them on the application, you need to set up access to them using the Administration Site
These forms have all been created on the Events Pages in the builder. For each form that you create, you specify the type of data you capture, if you want it to be charted etc.
You create as many forms as you require, but you may only want Coaches to access the sprint testing data, and the S and C coaches to access the Strength testing forms. Permissions to access these forms is set from the Administration site.
The access to each event/profile forms and the modules (e.g. Excel Reports, Athlete History Module etc) that can be used on the Application Site is set by Roles in the administration Site.
You can create multiple types of Roles and each one is set up to reflect the unique access needs of that type of user
Within EACH Role you set access (read, write and delete) to some or all of the Events and Profile Forms that you create on the Builder.
The example here shows that this user has access to read, write and delete all of the forms shown in their Data permissions. When they login to their application, these forms and any data stored in them for the athletes that they have access to, will be available on their enter data page, reports, athlete history, profile reports etc.
Administration Site-Groups: Each User is also assigned to be a user IN a group (athlete), or as a Coach OF a group (staff). This set whether they can access only their own data or an entire group of athlete's data.
Application Site: Any events that a user has been give write access to will be available to enter data into on the Enter Data module. The events are based on their permissions they are given in their Role/Roles permissions.
The System permissions (Modules) that a user access on the Application Site are also set using the Roles in the Administration site.
On the application the System Permissions that are issued in a users Role/Roles (on the Administration Site) are available for the users to use when they login.
Users will ONLY be able to access the athlete's data they they have been given permission for view (e.g. as a coach of a group), and athletes can only access their own data.
Remember that EACH change you make to an event form, profile form or database in the BUILDER site, will be instantly applied to that event, profile, database in the actual application.. even if a user is logged into the site
As soon as you make a change on the Builder to an event form, profile form or database and save the change, those changes will be applied immediately to the application.
If you are updating existing forms that have data saved for them, always make the changes at the lowest possible usage times.
If you are creating new forms and no users have access, make these changes at any time. However, when you sign off the form and give users access only make changes when you know there is no risk of data being lost.