PAAM Overview
Your Overview page is broken down into eight main sections:
- Season (manage your seasons)
- Stats (statistics)
- Email members
- Manage Staff
- Comp Members
- Blacklist
- Whitelist
- Global Exports
A Season in PAAM is usually a year's worth of events. E.g. if you have 10 events April to September 2013 this will be your 2013 season.
Under the Season title on your Overview page PAAM will display how many days you are into your current season.
If you click the 'Manage Your Seasons' button this will take you to the Current and Previous Seasons page. From here you can:
- Start a new season
- End a current season
- Re-start a previous season
- View events and financials from a previous season
When you end a season PAAM will:
- Archive all of the events active in the current season
- Check to make sure all applications and deposits are off (if they are not they will be turned off)
- Clear financial information from user's profiles for the current season
- Archive event information from user's profiles for the current season
Please make sure you end your season once each year as we use the seasons in PAAM when calculating your annual licence usage. If you do not end your season once each year PAAM will show you as having 2 years worth of vacancies advertised in a single season.
Statistics
- Season – shows your current PAAM season and how far you are into it.
- Members – shows how many PAAM users have signed up and their status (active/dormant). An active user has accessed their account within the past eighteen months; a dormant user has not accessed their account for more than eighteen months.
- Deposits – shows how many have been taken this season and breaks the total down by payment method.
- Applications – this graph shows how many applications to events have been made in the past 14 days.
- Payments - this graph shows how many payments for positions at events have been made in the past 14 days.
- Cancellations - this graph shows how many cancellations of positions at events have been made in the past 14 days.
Email Members
- Email all members – email every user in PAAM.
- Resend “confirm your email message” – send a reminder to those who have signed up to PAAM but not confirmed their email address.
- Email members via location – target your message to those in a region e.g. only those in London, the Midlands, or Scotland.
- Email members who haven’t applied to any event this season – only email those members who haven’t applied to an event this season.
- Email all members who worked this season – only email those members who have worked at an event this season.
Manage Staff
- Add Staff – add a member of PAAM Administrative Staff and choose their level of access. The access levels are explained to the right of the Add Staff page.
- Edit Staff – amend the details of a member of PAAM Administrative Staff.
- Remove Staff – remove a member of PAAM Administrative Staff.
- Upgrade to Staff – upgrade a current PAAM User/Applicant to Administrative Staff.
- Assign Staff to an Event - PAAM Administrative Staff of level 1 need to be assigned to events, here you can assign them.
Level 1: Staff Access to Assigned Events
- Email all members
- Accept / cancel members for assigned events
- Text members for assigned events
- Mark members having attended assigned events
- Rate members for assigned events
- View members profiles
- View members photos
- View members files
- Apply for a member to an event
- Export assigned event data
- Cancel members from an event for assigned events
- Add a member note
- Blacklist members
- Delete members
- Edit the event information page for assigned events
- Mark a member as paid
- Create and edit groups
Level 2: Staff Access to all Events
- As level 1 but for all events (no need to assign staff to events)
Level 3: Admin Access to all Events
- Add events
- Delete events
- Turn events on and off
- Turn deposits on and off
- Export all member data
Level 4: Site Admin
- Edit bank details
- Amend email templates
- Update the message on the Overview Page
- Change the Terms and Conditions
- Change the text messaging login details
- Change the contact page
- View deposit data
- Export deposit data
- Manage PAAM's seasons
Comp Members
If your applicants are required to pay a deposit for one or more events but you are happy for some to apply without paying a deposit (e.g. trusted staff/volunteers), this section of PAAM allows you to mark their deposit as paid (complimentary) for the current season's events.
Once into the Comp Members section you need to select an event the member has applied to then either scroll down or search for the member using the search box to the right of the page. Once you have found the member you wish to comp, click the "Comp Member" button to the right of their basic personal details.
NB: A member can also be marked as complimentary via their Member Profile page in the 'Deposit' section at the top of the page.
Blacklist
PAAM’s blacklist allows for you to block both current users and potential applicants. Blocking a current user removes them from any events applied for and stops them being able to apply for future events. Blocking a potential applicant stops them being able to apply in the first place e.g. you may want to import an existing blacklist.
- View Blacklist – view your current PAAM blacklist.
- Add to Blacklist – add a new entry to the PAAM blacklist.
Whitelist
The Whitelist is for those you would like to be able to apply to events but can't sign-in (following initial account setup) to PAAM as their details are similar (but not identical) to someone on the Blacklist. For example John Smith from London born on 01/01/2011 is on the blacklist, a second John Smith from London born on 02/01/2011 isn’t on the blacklist but is flagged by PAAM due to the similar personal details.
- View Whitelist – view your current PAAM whitelist.
The Whitelist is only used for the above purpose. To remove someone from the Blacklist, you must do so via the Blacklist, not by Whitelisting them.
NB: You can add an existing member to the Whitelist via their Member Profile page.
Global Exports
- Export all applied – export all who have applied this season to an Excel spreadsheet.
- Export all who have not applied to anything - export all who have not applied to an event this season to an Excel spreadsheet.