Introduction
This is a guide on how to create mass interaction notes on PerfectGym, this can also be used to block access into a club.
Before you start
To add the report to an employee role, go to PGM->Clubs->Employees, and tick ReportCustomMassUserInteractions on the employee roles who will use this report.
Downloading report
To download a formatted list to mass upload blocking notes, go to PGM->Reports->All to download this report.
Search for the report User interaction template generator. This is found in the Custom tab. If this is not visible please add the system permission ReportCustomMassUserInteractions to your employee role.
Select which club/s to download the list of club members.
This will download the excel file as attached, Row 1 is the headers, please do not change anything on the header.
The members listed are all members (regardless of contract status) and guests. This will not add any information to a lead.
Listed below is the settings of each field on the excel spreadsheet. Any heading marked with 'zz -' at the front of the header name are for references only, this will not be picked up by support tools when uploading the notes.
- UserNumber - User number of the club member.
- Title - Title is an internal reference. eg. 'Blocking note COVID reopening'
- Text - This is the text which will be displayed on POSWeb/PGM.
- IsAccessBlocked - 1 = Access will be blocked, 0 = No access blocked.
- Date - Date of when the note will appear, default is todays date.
- zz - Club name - Reference field only - Home club of the club member.
- zz - UserName - Reference field only - Club member name.
- zz - AgeDecimal - Reference field only - Age in decimal of the club member.
- zz - Type - Reference field only - Club member status, Member = Club member with a contract regardless of status, Guest = Club member with no contract.
- zz - Vaccination sighted - Using the attributes that were set up, you can see which members have already provided proof of vaccination. This field will only be visible if the proof of vaccination is correctly set up. More information can be found here.
Listed below is how the fields Text, Date and IsAccessBlocked is used on the note for POSWeb and PGM.
Using the Excel document, delete any row that the note should not be applied to. If the club member is on this list when uploading, then a note will be applied.
System tools
To upload the document, go to PGM -> Settings -> Support Tools.
Select Migration tab on the left.
Then drag your excel report file to the upload area, or press Choose a file and find the file in the folder your report was downloaded to.
Press upload to upload this file.
Press Validate file, this will display a pop up with additional options.
Press Validate user interactions. This will validate the spreadsheet uploaded and download a report with the verified details. Open this excel document.
If your heading on the top row is green, then you can proceed. If there is an error, please delete the rows and re-upload the document, then validate file again.
Press the additional option on the right of the file in support tools and press Migrate User Interactions. This will now start the process to upload all of the users with notes.
Hints
If you have made a mistake with the notes and need them deleted, please contact support using Get Support.