https://wiki.visitorinsight.eu//index.php?title=Special:NewPages&feed=atom&hideredirs=1&limit=50&offset=&namespace=0&username=&tagfilter=Tourism Barometer Wiki - New pages [en]2024-03-28T21:19:46ZFrom Tourism Barometer WikiMediaWiki 1.35.1https://wiki.visitorinsight.eu//index.php?title=NotificationsNotifications2015-11-20T14:33:41Z<p>WikiSysop: </p>
<hr />
<div>This function enables the Barometer Administrator to inform the Account Administrators of service announcements. An example of this would be announcing that a new version of the Barometer has been put online, providing a link to a website or a PDF stating the most important updates. The notification is displayed prominently in a bar (underneath the menu) in the Account Administrator section, as soon as the Account Administrator logs in. When the announcement has been read, it can be hidden by the Account Administrator. <br />
<br />
To create a notification, follow the next steps:<br />
<br />
1. The module 'Settings' can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Settings' in the module selection on top of the page. <br />
<br />
2. Select 'notifications' in the menu on the left-hand side of the screen.<br />
<br />
3. Click on 'Add'. <br />
<br />
4. A content editor screen opens, where the text for the notification can be noted. There is also an option of uploading files or inserting links. See [[Upload images/files]] for more detailed information about this. <br />
<br />
5. Now specify the beginning and end dates of the notification. <br />
<br />
6. Lastly, click the 'save' botton. <br />
<br />
<br />
<br />
----</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Manage_SettingsManage Settings2015-11-20T14:33:05Z<p>WikiSysop: Created page with "The preferences for the ‘current situation’ page in the Barometer can be changed in the 'Settings' module. The module can be started directly from the ‘Welcome’ screen..."</p>
<hr />
<div>The preferences for the ‘current situation’ page in the Barometer can be changed in the 'Settings' module. The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Settings' in the module selection on top of the page. <br />
<br />
The year displayed on the current situation page can be configured by clicking ‘Current situation’ from the menu on the left-hand side of the screen. In the selectbox on this page, select the required year for the ‘current situation’ page. After editing, Click on 'save'.<br />
<br />
As Barometer Administrator it is possible to create service notifications for the Account Administrators. See [[Notifications]] for more information.<br />
<br />
<br />
----<br />
<br />
Back to [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Create_account_with_overlapping_partnersCreate account with overlapping partners2015-11-20T13:46:30Z<p>WikiSysop: </p>
<hr />
<div>Two accounts may have overlapping partners – this can happen if two accounts are in overlapping regions, such as the Amsterdam Metropolitan Area and the province North Holland. However, doubly entering results is cumbersome and therefore undesirable. To avoid having to double up, it is possible to include partners in both accounts and duplicate the results. <br />
<br />
In order to do this, for each account a partner is created, however one will be the ''‘main partner’'' and one the ''‘sub-partner’''. The ''‘main partner’'' account is the one where the results are entered. The ''‘sub-partner’'' account is the one where the partner is linked to, meaning the results are automatically copied to it. This applies to all results, both new and past ones, as well as related notes.<br />
<br />
<br />
Please note: once a partner has been created, it cannot subsequently be linked to a ''‘main partner’''. Neither can a link be removed once it has been created. <br />
<br />
<br />
To create an account with overlapping partners, follow these steps:<br />
<br />
1. Select 'Partners' in the menu on the left-hand side of the screen and click on 'Add new partner' afterwards. <br />
<br />
2. Create the ''‘main partner’'' as described under '''Add Partner''' in [[Add new Partners and their users]]<br />
<br />
3. Next, go to the Account Administrator section of the second account and log in to create the ''‘sub-partner’''.<br />
<br />
4. When logged into this second Account, start directly from the ‘Welcome’ screen of the account management section the module 'Users/partners' or select 'Users/partners' in the module selection on top of the page. <br />
<br />
5. Select 'Partners' in the menu on the left-hand side of the screen and select 'Add new partner' afterwards.<br />
<br />
6. Fill in the following fields:<br />
Name : Name of the Partner. The name of the Partner may only be entered once in the system.<br />
Active : Tick the box. A Partner is usually active, but may be deactivated in certain circumstances. <br />
For example, if a museum or attraction is closed for extended period of time (at least 1 year) or is closed permanently. <br />
This means that the data remains in the system, but that the Partner no longer appears in invitation lists and so forth.<br />
URL : Link to the Partner’s website. Note! The URL needs to be complete, including ‘http://’ at the beginning.<br />
Hoofdpartner : In the selection box, select the account and the name of the main partner to which the sub-partner should be linked.<br />
<br />
Click the 'Save' botton to save the partner.<br />
<br />
7. Now this sub-partner can also be linked to one or several modules. Select the required module under 'Add module' and then click ‘add’. The module name appears on top of the screen. Make sure you select the same module as in the ‘main partner’ account. <br />
<br />
<br />
----<br />
Used in [[Manage Users/Partners]]<br />
<br />
Back to [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Link_modules_and_accountsLink modules and accounts2015-11-20T13:04:32Z<p>WikiSysop: Created page with "With this function, new and/or existing modules can be linked to one or several accounts. To link modules and accounts, you can follow the next steps: 1. The module can be s..."</p>
<hr />
<div>With this function, new and/or existing modules can be linked to one or several accounts.<br />
<br />
To link modules and accounts, you can follow the next steps:<br />
<br />
1. The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Accounts' in the module selection on top of the page. <br />
<br />
2. Select 'Modules' in the menu on the left-hand side of the screen.<br />
<br />
3. Select the respective module you would like to link in the list.<br />
<br />
4. If you haven’t done so yet, add the correct translations for the module name.<br />
<br />
5. If the module is part of the [[Comparison module]] and this has not been indicated yet, tick the 'Use in the comparison module?' box. <br />
<br />
6. Select the accounts to which this module must be linked. <br />
<br />
7. To save the edited settings, click the 'Save' button.<br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Manage Accounts]]<br />
<br />
Back to [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Add_new_modulesAdd new modules2015-11-20T12:45:12Z<p>WikiSysop: Created page with "If an Account Administrator wants a new module to be created, he or she should ask the Barometer Administrator to create the new module and to link it to the respective accoun..."</p>
<hr />
<div>If an Account Administrator wants a new module to be created, he or she should ask the Barometer Administrator to create the new module and to link it to the respective account.<br />
<br />
<br />
----<br />
<br />
Back to [[Account Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Manage_Users/PartnersManage Users/Partners2015-11-20T10:14:54Z<p>WikiSysop: </p>
<hr />
<div>Via the module Users/Partners you can configure the users/partners from your account.<br />
<br />
[[Create/edit/delete Partners or Other members]]<br />
<br />
[[Linking several Partners to one user]]<br />
<br />
[[Create Partner groups]]<br />
<br />
[[Create account with overlapping partners]]<br />
<br />
[[Edit email text]]<br />
<br />
[[Send username and password to Partners and Other members (collective and individual)]]<br />
<br />
<br />
<br />
----<br />
<br />
Back to [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Manage_AccountsManage Accounts2015-11-20T10:06:58Z<p>WikiSysop: </p>
<hr />
<div>You can have access to the settings of your account via the Accounts section. Barometer administrators have access to all accounts. <br />
<br />
- [[Creating new accounts/deactivating existing accounts]]<br />
<br />
- [[Edit account settings]]<br />
<br />
- [[Edit account colours and style ]]<br />
<br />
- [[Upload a landing page logo]]<br />
<br />
- [[Edit existing modules]]<br />
<br />
- [[Available nationalities per module]]<br />
<br />
- [[Create new modules]]<br />
<br />
- [[Link modules and accounts]]<br />
<br />
- [[Managing the landing page]]<br />
<br />
<br />
<br />
----<br />
<br />
Back to [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Send_username_and_password_to_Partners_and_Other_members_(collective_and_individual)Send username and password to Partners and Other members (collective and individual)2015-11-20T09:13:16Z<p>WikiSysop: Created page with "To send '''collective''' invitations: The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'User/Partners' in t..."</p>
<hr />
<div>To send '''collective''' invitations: <br />
<br />
The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'User/Partners' in the module selection on top of the page. Select 'Send credentials to members' in the menu on the left-hand side of the screen. This starts the module for adding, editing or deleting partners and other members. <br />
<br />
A list is generated of the all the members that will receive an email to allow for confirmation that all required members are in the list. <br />
<br />
Clicking on the ‘Send (000 x) invitations’ button sends the collective invitations. The ‘000’ is a variable number indicating the total number of invitations that will be sent. <br />
<br />
<br />
To send '''individual''' invitations:<br />
<br />
When editing Partners or Other members (see [[Create/edit/delete Partners or Other members]]) there is the option to send the user their user name and password. Note: ensure that the ‘notify by e-mail?’ box is checked, so the user will receive the mail.<br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Users/Partners]] (Account Administrators) and [[Manage Users/Partners]] (Barometer Administrators)<br />
<br />
Back to [[Account Administrator section]] or [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Create_Partner_groupsCreate Partner groups2015-11-20T08:55:21Z<p>WikiSysop: Created page with "Partners can be arranged in groups. There are two types of groups: subregions and selection of participants. The new group will be displayed in one of two fields in the compar..."</p>
<hr />
<div>Partners can be arranged in groups. There are two types of groups: subregions and selection of participants. The new group will be displayed in one of two fields in the comparison module, depending on which type of group has been selected. The partner groups will also be included in the module pages. <br />
<br />
Under ''selection of participants'' partner groups can be created across modules – for example, museums and attractions can be grouped by topics. <br />
<br />
Under ''subregions'' partner groups can be created to indicate geographical regions – for example in order to group all partners according to district or neighbourhood. <br />
<br />
<br />
To create partner groups follow the next steps:<br />
<br />
1. Open 'Users/Partners'. The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Users/Partners' in the module selection on top of the page. <br />
<br />
2. Click 'Partner groups' in the menu on the left-hand side of the screen <br />
<br />
3. Select 'Add'.<br />
<br />
4. Enter a name for the new partner group and indicate if it’s a selection or a subregion under 'Type'.<br />
<br />
5. Now tick all partners that fall under the new partner group. <br />
<br />
7. To save the Partner group, click 'save' in the bottom left. <br />
<br />
<br />
<br />
'''Edit or delete Partner group'''<br />
<br />
Click the Edit pictogram (paper and pen) at the end of the row with the name of the partner group to edit that partner group. Or click the Cross pictogram to delete this partner group.<br />
<br />
<br />
----<br />
<br />
<br />
Used in [[Users/Partners]] (Account Administrators) and [[Manage Users/Partners]] (Barometer Administrators)<br />
<br />
Back to [[Account Administrator section]] or [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Linking_several_Partners_to_one_userLinking several Partners to one user2015-11-20T08:27:23Z<p>WikiSysop: </p>
<hr />
<div>There are users that enter data for several organisations. This can result in one user receiving several invitation emails. To prevent this from happening, it is possible to link this user to all these organisations/partners. This way the user receives only one invitation via email, which contains one link to the input module, rather than several emails.<br />
<br />
Please note: You must know who this user is in advance and how the user’s name is recorded at one of the partners, as the spelling needs to be the same at all the partners. <br />
<br />
<br />
Follow the next steps to link several partners to one user:<br />
<br />
1. Select 'Partners' in the menu on the left-hand side of the screen<br />
<br />
2. Search for one of the partners in the list. <br />
<br />
3. Click 'Show users'.<br />
<br />
4. Open the selectbox next to 'Add user/Gebruiker toevoegen' (see image) and select name and correct spelling of the user that you want to link to the partner. <br />
<br />
[[File:Linking_partners_to_one_user.jpg|border]]<br />
<br />
<br />
5. Next, click 'Add User/Gebruiker toevoegen'<br />
<br />
6. Ensure that the ‘receive email’ box is ticked, so the user will receive the monthly reminder.<br />
<br />
7. You may remove the previous user associated with the partner.<br />
<br />
8. Repeat steps 2 to 7 for every partner for which you would like to add this user. <br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Users/Partners]] (Account Administrators) and [[Manage Users/Partners]] (Barometer Administrators)<br />
<br />
Back to [[Account Administrator section]] or [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Add_new_Partners_and_their_usersAdd new Partners and their users2015-11-19T16:06:04Z<p>WikiSysop: Created page with "'''''Add Partner''''' Select ‘Partners’ in the left-hand menu followed by ‘Add new Partner’. The following fields can be entered: Name : Name of the Partner. ..."</p>
<hr />
<div>'''''Add Partner'''''<br />
<br />
Select ‘Partners’ in the left-hand menu followed by ‘Add new Partner’.<br />
<br />
The following fields can be entered:<br />
<br />
Name : Name of the Partner. The name of the Partner may only be entered once in the system.<br />
Active : Tick the box. A Partner is usually active, but may be deactivated in certain circumstances. For example, if a museum or attraction is closed for extended period of time (at least 1 year) <br />
or is closed permanently. This means that the data remains in the system, but that the Partner no longer appears in invitation lists and so forth.<br />
URL : Link to the Partner’s website. Note! The URL needs to be complete, including ‘http://’ at the beginning.<br />
<br />
Click on ‘Save’ after entering the data for the Partner.<br />
<br />
<br />
''Link Partner to modules''<br />
<br />
After a new Partner has been added and saved, it can be linked to one or more modules. Select the required module under 'Add module', then click ‘add’. The name of the module will be displayed on the top of the screen.<br />
<br />
<br />
''Logo''<br />
<br />
After saving, you can also upload a logo image file. File names may only contain letters and numbers; special characters are not permitted. JPG, GIF and PNG file formats can be used.<br />
<br />
To remove the logo, click the image by the logo. A new screen will open asking for confirmation to remove the logo.<br />
<br />
<br />
''Create users for a Partner''<br />
<br />
After a new Partner has been added and saved, users can be created for the Partner. To do this, find the Partner in the system and click on the ‘Show users’ link. The ‘Add new user’ link on this screen is used to add a new user for the Partner in question.<br />
<br />
The following fields can be entered:<br />
<br />
Name : Name of the user. <br />
Telephone : Telephone number (not mandatory, but handy in order to be able to call).<br />
E-mail : Email address (necessary for sending out the reminders). <br />
Notify by e-mail? : Tick (this must be activated if the user receives the monthly reminder and for sending the log-in details). <br />
User name/Gebruikersnaam : This must be unique.<br />
Password/Wachtwoord : Automatically filled in by the Barometer.<br />
Validity start- and end date : Only filled in when the user has access to Barometer for a limited time.<br />
<br />
After saving, you are offered the option to send the log-in details and/or the monthly invitation for entering the data. <br />
<br />
<br />
''Linking several partners to one user''<br />
<br />
If a user is responsible for entering data for multiple Partners (e.g. multiple museums), exists the possibility to link this user to all these partners. See [[Linking several Partners to one user]] for more information. <br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Create/edit/delete Partners or Other members]]<br />
<br />
Back to [[Account Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Create/edit/delete_Partners_or_Other_membersCreate/edit/delete Partners or Other members2015-11-19T16:04:49Z<p>WikiSysop: </p>
<hr />
<div>The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Users/Partners' in the module selection on top of the page. In this module you can add, edit or delete Partners and Other Members.<br />
<br />
[[Add new Partners and their users]]<br />
<br />
<br />
[[Add Other members]]<br />
<br />
<br />
[[Edit Partners or Other Members]]<br />
<br />
<br />
[[Delete Partners or Other Members]]<br />
<br />
<br />
----<br />
<br />
Back to [[Account Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Create/edit/delete_Partners_and_Other_membersCreate/edit/delete Partners and Other members2015-11-19T16:02:18Z<p>WikiSysop: Created page with "The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Users/Partners' in the module selection on top of the page...."</p>
<hr />
<div>The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Users/Partners' in the module selection on top of the page. In this module you can add, edit or delete Partners and Other Members.<br />
<br />
[[Add new Partners or Other Members]]<br />
<br />
<br />
[[Add Other members]]<br />
<br />
<br />
[[Edit Partners or Other Members]]<br />
<br />
<br />
[[Delete Partners or Other Members]]<br />
<br />
<br />
----<br />
<br />
Back to [[Account Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Add_Other_membersAdd Other members2015-11-19T15:56:27Z<p>WikiSysop: </p>
<hr />
<div>'''Add other members'''<br />
<br />
Select ‘Other Members’ from the left-hand menu followed by ‘Add user. The following details should then be entered: name, telephone number, email address, user name, password and whether the member should receive email.<br />
<br />
Click on ‘Save’ after entering the data.<br />
<br />
<br />
'''Import and Export Other members''' <br />
<br />
You can tidy up the file by exporting the complete list to Excel, go through it there, edit where necessary and import back into the Barometer. This import function can also be used separately if a large number of other members has to be added to the system when setting up the Barometer.<br />
<br />
<br />
''Exporting is done as follows:''<br />
<br />
Select in the left-hand menu 'Other members' and click 'Export'. An Excel file opens, which needs to be saved as an .xls file. The arrangement (such as column order) must '''never''' be changed. <br />
<br />
<br />
''Importing is done as follows:''<br />
<br />
Select in the left-hand menu 'Other members' and click 'Import users'. The file that’s being used must be arranged according to a set grid. This is also displayed in the screen that opens after clicking on 'Import users'. It looks like this: <br />
<br />
[[File:Import_other_members.jpg|border]]<br />
<br />
<br />
It is important that the file that’s being uploaded is an .xls file. Select the file at 'Bladeren' and click 'Import'. If the import was successful, the Barometer will confirm this. If there are mistakes, the Barometer will confirm this as well.<br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Create/edit/delete Partners or Other members]] <br />
<br />
Back to [[Account Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Send_invitations_to_Partners_(collective_and_individual)Send invitations to Partners (collective and individual)2015-11-19T13:54:57Z<p>WikiSysop: </p>
<hr />
<div>The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting Barometer in the module selection on top of the page. Then, select in the menu on the left-hand side of the screen 'Invitation'. <br />
<br />
This starts up the module to send out the monthly invitation email to remind partners that they need to enter their data into the Barometer. <br />
<br />
To ensure that all partners receive the email at the same time, click: '''"Click here to send the invites"'''. A list is generated of the all the members that will receive an email to allow for confirmation that all required members are in the list. <br />
<br />
Clicking on the ‘Send (000 x) invitations’ button sends the collective invitations. The ‘000’ is a variable number indicating the total number of invitations that will be sent. <br />
<br />
<br />
<br />
'''To send individual invitations:'''<br />
<br />
You may also choose to send an individual invitation, for example if you notice halfway through the month that some partners have not entered their data yet. <br />
<br />
This happens as follows:<br />
<br />
1. Go to 'Users/Partners' (by selecting it in the module selection on top of the page).<br />
<br />
2. Select in the menu on the left-hand side 'Partners'.<br />
<br />
3. Search for the respective partner in the list. <br />
<br />
4. Click 'Show users' behind the respective partner.<br />
<br />
5. If there are several users, select the correct user by clicking the user name (or by clicking the paper with pen icon). <br />
<br />
6. On the bottom left of the screen is a button saying: '''"Click here to send invite to the selected user."''' <br />
<br />
Please Note: a valid email address needs to be entered and the ‘Notify by e-mail?' option needs to be activated. <br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Barometer]]<br />
<br />
Back to [[Account Administrator section]] or [[Barometer Administrator section]]</div>WikiSysophttps://wiki.visitorinsight.eu//index.php?title=Available_nationalities_per_moduleAvailable nationalities per module2015-11-19T11:35:52Z<p>WikiSysop: </p>
<hr />
<div>Available nationalities must be specified for each module that indicates arrivals- or bednights figures. This is another element of editing account settings.<br />
<br />
In order to reach the list of nationalities, undertake the following steps:<br />
<br />
1. The module can be started directly from the ‘Welcome’ screen of the account management section or by selecting 'Accounts' in the module selection on top of the page. <br />
<br />
2. Select the account that you may edit, e.g. Amsterdam. Click the ‘edit’ pictogram’ (paper and pen) next to the account you want to edit.<br />
<br />
3. A screen with 'Account details' will be shown. Here you can edit various general account preferences. <br />
<br />
4. Scroll down until you see 'Setting of graphs and modules'.<br />
<br />
5. Select the required module indicating arrival- or bednights figures. You will get to the screen 'Account module details'. <br />
<br />
6. Scroll down again until you see the list with nationalities.<br />
<br />
7. Tick the nationalities that are relevant for your Account.<br />
<br />
8. Click on the 'save' button in the right corner. <br />
<br />
<br />
<br />
----<br />
<br />
Used in [[Accounts]] (Account Administrators) and [[Manage Accounts]] (Barometer Administrators)<br />
<br />
Back to [[Account Administrator section]] or [[Barometer Administrator section]]</div>WikiSysop