GWYOA Board of Directors

Adding musician Notes and marking Attendance in Active

Login to Active using your admin email: https://activeworks.active.com/

• Click on Home tab
• Under Seasons, click on the 2019-2020 Greater Westchester Youth Orchestras Association
• Click on People tab near the top
• Click on Sessions tab below People
• Choose your orchestra
• Click on Musicians name
• Scroll down to Notes, > + Add note (on the right)
• Select the Type of note from the drop down, default shows General, I have added Attendance, (add additional Types as needed).
• Click Save

Next, return here and click on the Attendance Portal Link: https://camps.active.com/GreaterWestchesterYouthOrchestraAssociation/camps-ui

• On the top right side under Welcome (your name), is a box Select a season
• Use the blue down arrow to change it to: 2019-2020 Greater Westchester Youth Orchestras Association
• Click on your orchestra name
• Click on the calendar date you wish to mark attendance, Participant list will load
• Fastest way to mark > on top right Mark all as, use blue drop down arrow: Present, then change absentees
• Notes are next to musicians name (to edit you will have to go back to Active steps above)
• To exit click Back to calendar on top left, or just close your browser tab

Marking Received Forms

To mark received forms in Active: click on the musician name, near the bottom is the heading Forms, click on the Supplemental forms tab

A drop down named Actions (in blue) is to the left of each form name, select Mark as received

Check-in Reports

Log in to Active, click on Home, Click on the Season name (2019-2020 GWYOA), click Reports tab,

If you scroll down there is a PDF option: Check-in report, Click on that and choose your orchestra.

OR

Creating Customized Reports

Click on the New custom report blue button

Under Custom report on the left, click on edit (blue pencil) next to Sessions, choose your orchestra

Click on the drop down button to the left Customize, select Edit columns

Choose the items you want in your report from Available columns list (for the ES report attached chose: Participant: First name, Participant: Last name, Form status – GWYOA Trip permission, Form status – Teacher Verification)

Click on the arrow button to add them to Selected columns list

Click the default items in the Selected columns list you don’t want in your report, click arrow move them to the left

Use up/down arrows to order your columns (top item shows up on the left)

Click Save

Click Export report drop down button, Export to Excel