1. Configuring Administrate

2. Introduction
Matt Prentice
Director of Implementation
• Questions will be taken inThe Snug
downstairs after the presentation
• Workshops are being recorded for
viewing after LITE
• 1:1 Support sessions can be booked
in the Main Hall

3. Workshop Goals
Configure a bare-bones
instance of Administrate to:
1. Manage the Events for a
Course
– track Instructors & Students
– automate Student
Communication
– prepare it to provide
elearning content
2. Have it display Events
online for sale

4. What’s Already Been
Done?
• Administrate instance is available (5
min)
• Content for Online training portion
has been uploaded (2 min)
• Configured a Sending Address,
Template &Trigger (5 min)
• Turned on Single Sign On (30
seconds)
• Set up Web User in Administrate for
WordPress (45 seconds)
• WordPress website with Administrate
plugin installed with some pre-
configuration

5. An Extreme Need for
Administrate
- a vignette
Extreme Heights Training
• provide in-person training to teach students
to work safely at height
• in business for ten years
• manages courses with spreadsheets &
orders over the phone
• sends training reminders via Outlook (if &
we remember)
• business is growing and the processes do
support the growth
• want to add elearning content to our
allow our instructors to spend more 1:1 time
with the students during the in-person
• running several instances of our most
course (Working at Height: Avoiding your
coming up & the training coordinator is
leave – we need a solution NOW!

6. Configuration Overview
Configure
General Settings
Create Accounts
& Contacts
Define the
Course
Create the
Events
Set Up
Communications
Integrate with
Website

7. General Setup & Configuration
• Company – A record that defines the organization
using Administrate
• Region – A financial zone for your Company
• Location – The places where you deliver your training;
can be Towns/Cities or specific building addresses
set up the basic system configuration details

8. Accounts & Contacts
• Accounts – The organisations that you trade with and/or
employ the people with whom you interact (i.e., the Contacts)
• Contact – A record that represents a person with whom you
interact (a Student, an Instructor, even you!)
• Individual Account – An Account that is a sole proprietor
• Instructor – A Contact that delivers your training
• Administrator – A Contact that provides administrative
assistance for your training
• Venue – A specific address or building supplied by an Account
where you hold your training; Related to a Location record
• Custom Field – An attribute created to Accounts or Contacts
that allows you to track data specific to your needs
track details on people and who their employers

9. Courses
• Course – A record that represents the training product
you offer
• Course Categories & Sub-Categories – Logical groupings
for the Courses you offer
• Course Description Fields – The fields you use to describe
your Courses (e.g., summary, prerequisites, etc.)
• Student Score Template – A mechanism for capturing
student-specific information on a specific instance of a
(i.e., on an Event)
• Course Price – The default price for a Public instance of a
Course in a given Region.
organize & outline the training you provide

10. Events
• Event
– A specific instance of a Course you offer
• Event Type
– Public or Private
• Learning Mode
– Classroom – In-person Training
– Self Paced (LMS) – Online (only) Training
– Blended – In-person & Online Training
schedule your Courses, assign Personnel, prepare content, & add Students

11. Events
• Personnel
– A person that you want to reserve for an Event
• Instructor – 1+ people that will be teaching
• Administrator – 1+ people that will provide administrative support
• Resources
– Any thing you use to help train that you would want to reserve (e.g., rooms,
equipment)
• Workflows
– 1+ tasks that you perform before / after an Event
• Session
– How we track information for each day of an Event; Allows for tracking the
dates & times of the event, as well as tracking different Locations/Venues,
and attendance for each day.
• Student
– A Contact that is associated to a specific Event
• Active Learner
– A Contact that is a Student on 1+ Events in a given month
schedule your Courses, assign Personnel, prepare content, & add Students

12. Communications
• Sending Address
– The email address or phone number that appears to send
Communications
• Templates
– Templates define the content that is sent via triggers
• Merge Fields
– Each Template is associated to an Audience (e.g., Student, Staff,
that has information that can be dynamically included to
the message.
• Triggers
– Define when Templates are to be delivered
automate your Communications to save time

13. Website Integration
• Website Integration Options
– Plugins:
• WordPress
• Weblink (javascript)
– REST API
• Web User
– Create a user account that allows your integration of choice to
data in Administrate
display Course & Event information online and take online bookings

14. Questions?