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  • Handling Sign-in Sheets
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Author Topic: Handling Sign-in Sheets  (Read 3101 times)

jlwood

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Handling Sign-in Sheets
January 09, 2012, 04:10:20 pm
I'm about to start working on code to manage event sign-in sheets.  Many of our events don't include advanced registration, but we are required to track attendance all the same.  For speed and convenience, this is done through sign-in sheets at the door which are entered after the event.  My plan is to create a revised "Register New Participant" form which carries forward that data from Event, Role, Status, and Source fields, when the data entry clerk selects "Save and New".  This seems like an obvious feature to me, so if I'm re-inventing the wheel, I'd certainly appreciate it if someone could show me a better way.
« Last Edit: January 09, 2012, 04:13:18 pm by jlwood »

xavier

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Re: Handling Sign-in Sheets
January 09, 2012, 04:54:16 pm
Hi,

For a customer having a large (>2000 participants) event end of last year, we developed a tool to handle one step registration (fetch or create a contact, add it as participant and generate a badge).

I'm checking with them what is custom and what I can publish (and not sure how I can remove some stuff from git for real when publishing) ping me back in a week or so if you don't hear me
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Coleman Watts

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Re: Handling Sign-in Sheets
January 09, 2012, 05:00:05 pm
The webform and webform_civicrm modules may be useful to you, since you could create a form that registers a large number of people in one shot (regardless of if they are already in the db or not). Check the new contact clone feature to simplify form creation. (read the readme for more)
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Re: Handling Sign-in Sheets
January 09, 2012, 05:01:25 pm
Quote from: jlwood on January 09, 2012, 04:10:20 pm
This seems like an obvious feature to me, so if I'm re-inventing the wheel, I'd certainly appreciate it if someone could show me a better way.

I don't think such a feature exists. I once wrote a module for Drupal 6 for mass-entering Contacts and recording their registrations at the same time. There they could enter multiple participants on one page and submit the whole lot. But there the entire form was custom and used the API to enter the data into CiviCRM.

But check out colemanw's suggestion--that may well handle all your needs. We didn't have such a tool when I wrote my module. :)
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jlwood

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Re: Handling Sign-in Sheets
January 10, 2012, 09:54:28 am
Thank you for the leads! Xavier, your work sounds like it may be quite helpful. I'll watch to see if some of that code can be made available.  Meanwhile I'll take a stab at the webform approach.

Here's a more complete picture of our problem.  We are a University center and we hold regular seminars that attract between 50 and 200 participants.  Attendance is open and free but we are required by the funding agency to track it.  Also, seminar attendees make up a large part of our mailing list.  Lots of people attend multiple seminars.  Usually about half of the participants on a sheet already have CiviCRM records, so it's important that the registration method not be one that is prone to creating a lot of duplicates.  Since the sign in is usually hand-written and people often use varying versions of their own name it's always a little tricky, but we try to reduce duplication as much as possible. In the past I've entered the records into an Excel spreadsheet then imported them, then spent a couple hours cleaning up the mess that results.  Entering multiple records on a single form would be ideal, as long as it didn't sacrifice the db look-up present on the "Register New Participant" form or the ability to create new individuals "on-the-fly". 

Coleman Watts

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Re: Handling Sign-in Sheets
January 10, 2012, 10:43:14 am
Well, using a webform as a data-entry interface will work but it lacks the lookup feature you mentioned. Depending on how you've configured your dedupe rules, this may or may not be a big deal.
Here's an example of a webform which we use to allow people to sign themselves in to events. We send out a hashed link to it so that the first contact is auto-filled.
http://woolman.org/events/rsvp
This form can process multiple attendees at multiple events, while creating relationships between them... pretty sweet (and no custom code, this is all webform_civicrm and webform_conditional)
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xavier

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Re: Handling Sign-in Sheets
January 10, 2012, 12:10:15 pm
Looks great!

So each event is a regular civicrm event?

By hash, you mean the regular contact.checksum?

X+
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Coleman Watts

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Re: Handling Sign-in Sheets
January 10, 2012, 04:36:10 pm
Correct. The webform_civicrm module can take contact IDs in the URL. Since you can setup forms for multiple contacts, the format is ?cid1=xxx&cid2=yyy&cid3=zzz
As long as the acting user has permission on a given contact, then it works. To give an anonymous user permission, of course, you need to include the checksum token along with their cid. So the standard civimail tokens work fine.
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Coleman Watts

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Re: Handling Sign-in Sheets
January 10, 2012, 04:50:37 pm
Other cool things you'll notice in that form:
- Auto show/hide additional contacts thanks to the webform_conditional module
- Clicking "same as my address" will create a shared address (and hide unneeded fields - a standard feature now in webform_civicrm)
- newsletter signup checkbox adds you to a civicrm group
- and yes, the events listed at the top are civicrm events. webform_civicrm allows you to create a single form element that accepts multiple values (checkboxes) to easily work with multiple events at once.
- country/state chain-select - also a standard webform_civicrm feature added in v2.0
Try asking your question on the new CiviCRM help site.

jlwood

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Re: Handling Sign-in Sheets
January 12, 2012, 02:02:09 pm
Colemanw, thanks for the guidance.  I'm making good progress using webform_civicrm and will probably use it to meet some other needs as well.  I do miss the autocomplete field, though.  I noticed that you posted on a very similar discussion on the Drupal site a few weeks ago and mentioned the important privacy issue that, I admit, I hadn't even considered.  After a little thought it struck me that a field which used autocomplete for Drupal users with appropriate CiviCRM permissions, and degraded to an ordinary textbox for those without might adequately address the privacy question and, in my case, would make the same forms usable by both back office staff and the public.  The same dedup rules could run for either type of submission since, as you point out, office staff are about as likely to create duplicates as anyone else is.  I have precious little time or skill to work on that type of solution, but may try to noodle around with it as time is available.  Thanks again.

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