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SM 101 SeriesCoding
An ACEware Presentation
Today we will discuss• The Big Picture• Coding Rules• Some Code Relationships
– Subject Interest Codes– Source Tracking
• Here a Code.. There a code…• Name• Course• Register
• Adding Codes• Code Reporting• Code Cleanup• Coding Tips
A database has three jobs:
Codes help you organize
the data
What kinds of questions will good coding help you answer?
Which courses should we offer and which should we abandon?
Where are our customers coming from?
What interests do our participants have?
What are the demographics of our best customers?
Code as much as you need . . .
However . . .
If you have no reason for a code…
Don’t Code It!
Coding Rules! Technically, any field is a “code”
We mostly think of “Codes” as validated fields (Interest code, tracking code, coordinator, department, account)
Unlimited number of code definitions
Student (& Faculty) Interest & Course Grouping can have unlimited codes
Codes are universal (everyone sees & uses the same codes)
Most codes can be de-activated
ExceptWith
ScopedInt Codes
Preferences
Preferences matter!If a field is turned off,
no one will be able to use it
Remember: Black preferences = may be set per userBlue Preferences = Global – Set by Sys Admin
If you do no other coding . . .
Assign a subject code to every course
Subject Code
Subject & Interest Codes are related
shares the same list of codesInterest Code = NamesSubject Code = Courses
entering a subject code (0n Course) generates an interest code (on the Name)
That means . . .
Any student who enrolls in a class with a subject code will
automatically inherit that interest code on their name screen
Course Name Marketing
Other Coding Relationships
Source / Tracking Codes
Source code is on the name screen and tells you where you found
this person
Source / Tracking Codes
On the registration screen, the
Tracking code tells you what
marketing piece prompted this
person to register in this class
Source / Tracking Codes Source and Tracking codes share the same list of
choices
You may only assign one source code per name and one tracking code per registration (but a different tracking code for every registration)
The purpose of the Source Code is to find out how that name got into your data.
The purpose of the Tracking Code is to find out how the participant heard about that course
Occupation & Organization
What kind of job thisperson has…
A REALLY big deal if yourProgram is focused on Business, career and
Professional programs…
Type of organization that employs this person
Interest Codes
Interest codes????Make all you want
Interest Codes
NEWInterest Code Scoping
Here a code.. There a code…NAMES
User DefinedCode(able)
Fields
Here a code.. There a code…NAMES II
MORE…User DefinedCode(able)
Fields
Membership Codes
There’s a webinaron that…
See the webinar archives…
Or consult the SM On line help
Here a code.. There a code…COURSE
User DefinedCode(able)
Fields
Here a code.. There a code…COURSE
User DefinedCode(able)
Fields
Here a code.. There a code…REGISTER
User DefinedCode(able)
Fields
Adding Codes
Adding Codes (Method #1)
Module / Codes
Adding Codes on-the-fly(Method #2)
Clicking the plus sign to
the left of the field opens the
Universal Code Editor
Editing/Changing Codes
Pay Attention to Adding vs Editing
Coding Reporting & Cleanup
Code Reporting
Remember!You can also view codes
from the Edit Codes screen
Code Cleanup
Code Cleanup
Coding Tips
Code Design Tips• Create as many codes as you want, but only
as many as you’ll use
• Use as many available characters that you need for clarity
• Consider a major/minor reference system
EDUC+ADM = Education / Administration
EDUC+K12 = Education / K through 12
DANC+LNE = Line Dance
DANC+BAL = Ballroom Dance
DANC+SAL = Salsa Dancing
DANC+BEL = Belly Dancing
Coding TipYou can view a list of names and courses associated with a particular interest code
View all names that have the interest
code
View all courses that have the interest
code
Coding TipYou can now re-label both
Occupation and Organization
Changes in your organization?
Your codes may need to be updated/changed/revamped
Coding Tip
Next Webinar…Preferences: Everything you ever wanted to know ..
But were afraid to ask…
Wednesday, November 14th, 1:30 pm CST800-925-2493
