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Registration

Are you a Director, Presenter, Reviewer or Conference Manager in need of help? Want to talk to us about workflow issues? This is your forum.

Moderators: jmacgreg, michael

Forum rules
This forum is meant for general questions about the usability of OCS from an everyday user's perspective: conference managers, presenters, and directors are welcome to post questions here, as are librarians and other support staff. We welcome general questions about the role of OCS and how the workflow works, as well as specific function- or user-related questions.

What to do if you have general, workflow or usability questions about OCS:

1. Read the documentation. We've written documentation to cover from OCS basics to system administration and code development, and we encourage you to read it.

2. take a look at the tutorials. We will continue to add tutorials covering OCS basics as time goes on.

3. Post a question. Questions are always welcome here, but if it's a technical question you should probably post to the OCS Technical Support subforum; if you have a development question, try the OCS Development subforum.

Registration

Postby fulleka » Thu Dec 11, 2008 8:19 am

We have a problem with the registration. A participant paid for his early registrationan we received confirmation of his payment. Then he went in and changed his registration to include the social dinner. He shows he's paid but he didn't pay extra for the dinner.

I'm not sure if the ocs will add event fees once you've made 1 payment. Is this possible?
fulleka
 
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Re: Registration

Postby jmacgreg » Thu Dec 11, 2008 4:27 pm

Hi fulleka,

I'm unsure exactly what the problem is -- do you want to change the person's registration type? You can do that as a Conference Manager. Or are you suggesting that your registrant can actually change their registration type? Additionally, which version of OCS are you using, and which payment method are you using?

Cheers,
James
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Re: Registration

Postby Chiyo » Fri Dec 12, 2008 11:48 am

This information is in addition to fulleka - We have entered registration types on the registration page. We didn't see where people could initially register, pay the invoice via Pay Pal link, then go back into the registration and add additional events such as social event to their initial paid registration. So we then added registration type + social with a different fee. Then people went back in, changed their registration from just "registration" to "registration + social event which changed the cost by 50 euros. When the registration was changed with the change in fee, an email notice wasn't sent automatically so an invoice was NOT generated for the person to pay from. Also, I can only input a date for the payment which shows up in the Conference Mgr registration page. It doesn't reflect if it's a partial payment then requiring me to keep a manual database of registration information.

How do we enable OCS to allow people
[*]to add more events to their initial registration and give notices to admins when registration are changed
[*]generate invoicing each time a registration changes so it can be paid
[*]keep track of everything someone pays for

I hope this explains some of the issues we are having.
Chiyo
 
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Re: Registration

Postby jmacgreg » Fri Dec 12, 2008 2:23 pm

Hi Chiyo,

Thanks for the depth of your reply. We're actually in the process of identifying ways in which we can improve the registration and payments process; additionally, we have already made some improvements in our development version of OCS that will be present in the next major release. I'll address the three points individually:

[*]to add more events to their initial registration and give notices to admins when registration are changed


This can be a problem in different ways whether you are using Paypal or Manual payments:

If you use the manual payment method, so long as the Conference Manager doesn't mark a registration as paid, users can change their registration type; the Conference Manager will also receive an email notification that they've changed their registration type (at the moment this is the same email that's sent out when they first choose a registration type). There is nothing to mark that the user has changed their type in the list, but Conference Managers should be checking their received payment against the registration type on the list before marking the registration as paid. Once the registration is marked as paid, the user can't make any further changes, and will have to contact the Conference Manager for changes.

However, if you are using Paypal, no notification email is sent. This can be confusing, and possibly a problem as users can actually pay for one kind of registration, and still complete further payment processes until the Conference Manager 'locks' their registration by marking it as paid. One solution to this would be to have the Paypal payments method automatically mark a registration as paid, but that doesn't solve the problem of partial payments, upgrading one's registration, etc.

It is probably beyond the scope of our software, at least for right now, to allow for incremental upgrades or partial payments, via Paypal or manually; but one possible workaround could be a 'registration notes' feature, where a Conference Manager can track any issues about a specific registration from the registration list. Would this suffice?

We have also added the ability to specify a la carte items to registrations (see http://pkp.sfu.ca/bugzilla/show_bug.cgi?id=3806), although a stock install of OCS 2.1.1 will not include this and you will have to apply the relevant patch. Currently, users can only purchase a la carte items (banquets, etc.) in conjunction with a registration, but perhaps allowing them to purchase them through the system post-registration would be a reasonable enhancement.

[*]generate invoicing each time a registration changes so it can be paid

Would this be solved by the system generating a notification email every time a user registers or re-registers, regardless of payment method?

[*]keep track of everything someone pays for

Again, the record-keeping can probably be stronger here. The aforementioned notes feature might cover this.

Again, thanks for your comments. While I can't really offer any specific solutions for you now, I'd appreciate any further comments you might have on what I just wrote, so that I can look at how best to suggest future enhancements to the payment system. Additionally, I will be passing this thread on to the team for discussion.

Cheers,
James
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