RENEW EVENTS a la RunSignUp terminology - copies events within a range of dates to new range of dates; calculates new event dates by nth day of week - e.g., if event was 3rd saturday in March 2017 new event will be 3rd saturday in 2018
Quarter (if committed)
state
Change to State field? State = Blocked [FSRC not accepting events on this date], Pending [copied from previous year], Tentative [customer to confirm date], Contract Sent [contract sent to customer], Committed [customer signed contract]
Event
eventName
name of event
create event / RENEW EVENTS
Event Link
eventLink
link to event
create event / RENEW EVENTS
NEW
FSRC Lead
lead
name of FSRC lead
edit event
add sheet with list of possible FSRC leads, columns email, cost %age per service to feed into Self-Propel / Payments column
NEW COLUMN: tags, can have multiple values; what is 'rental'? NOTE: if Services does not include finishline or coursemarking, calendar does not get blocked for event date
2017 finishers
finishersPrevYear
number of finishers previous year
create event / RENEW EVENTS
rename to Prev Year #Finishers; does this need to have year in header? copied from last year's Curr Year #Finishers
max participants for FL
maxParticipants
used to calculate FL fee
can be derived from Prev Year #Finishers
FL
feeFinishLine
customer fee for finish line
on commit
depends on Services, 'max participants for FL'
CM
feeCourseMarking
customer fee for course marking
on commit
depends on Services
MailChimp
feePremiumPromotion
customer fee for mail chimp
on commit
depends on Services
Rental
feeRental
customer fee for rental
on commit
depends on Services - how is rental calculated?
Fee
feeTotal
sum of FL thru Rental
on commit
Self-Propel
contractorPayments
FSRC cost for self-propel
on commit
depends on FSRC Lead, calculated based on certain customer fees - change name to Payments?
FSRC Net
feesNet
Fee minus Self-Propel
calculated from customer fees, costs
Ready for Contract
readyForContractDate
date when ready to send contract
edit event
How to transition to Ready for Contract? Is there a use case where customer is ready but contract wouldn't be sent yet?
Contract Sent
contractSentDate
date when contract sent
SEND CONTRACT
SEND CONTRACT button generates contract and sends link to race director and changes State to Contract Sent; email sent to race director, treasurer, race services
SIgned Contract Received
signedContractReceivedDate
date when contract signed
ACCEPT CONTRACT
ACCEPT CONTRACT button on customer view, "signs" electronically, marks agreed-to contract as signed and changes State to Committed; email sent to race director, treasurer, race services
FSRC Calendar
isOnCalendar
Y or N (or blank)
edit event
Is this needed? Set manually - should there be a way to automatically generate text for calendar entry? This could be "mail merged" for copy/paste
Invoice Sent
isInvoiceSent
Y or N (or blank)
edit event
Payment Recd
paymentRecdDate
date when payment received
edit event
Quarter Payment Rcvd
edit event
is this needed? can Payment Recd have a date in it?
Status
<remove?>
edit notes (edit event limited to this field by user name)
seems to be used by Robbie for notes - he should be using Premium Promotion Notes instead
Premium Promotion Notes
notesPremiumPromotion
edit notes (edit event limited to this field by user name)
2018 finishers
finishersCurrYear
number of finishers current year
rename to Curr Year Finishers; does this need to have year in header?
(from race support calendar field definitions)