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Can EE handle these use cases (and how)?

Posted: April 22, 2015 at 2:57 pm


Eric

April 22, 2015 at 2:57 pm

Hello! Been searching through the forums to try to get answers before bugging you guys, but not absolutely sure, so I thought I would try to reduce to a set of use cases (below). The scenario is a homeschool co-op. Can EE handle these, and how would I go about doing so (whether standard, add-on, or some type of custom development)? Thank you!

1. Parent registers for annual membership in co-op.

2. Parent renews annual membership in co-op.

3. Membership registration or renewal is the same (non-zero) price.

4. Registration/renewal could include different forms as part of process, such as background check, t-short order, etc.

5. Registration/renewal has electronic signature capability.

6. Co-op adds Classes.

7. A Class will usually be free, but may have a cost (e.g., materials fee, etc.).

8. Classes run all year (September – April) and occur weekly.

9. A Class is assigned to one of three time periods during the day.
(There will be three Classes per time period, so basically nine classes to choose from in any given year.)

10. Parent adds one or more children under their account.

11. Parent can enroll children in Classes.

12. Each Child could take up to 3 Classes.

13. If Parent enrolls Child in one Class, and then accidentally enrolls child in second Class that occurs at the same time period, they are prevented from doing so (with appropriate error message).

14. An “Age” field can be added (applies to each Child) that auto-updates based on a date field (Date of Birth).

15. Add “Allergy” field (applies to each Child – maybe it’s a tag?).

16. Administrator/Teacher has ability to see who is enrolled for a Class at any time, i.e., a Class attendance listing.

17. Of children enrolled, Admin/Teacher can also see who has Allergies.


Dean

April 27, 2015 at 6:22 am

Hi Eric,

Thanks for your interest in Event Espresso, and don’t worry about bugging us, it’s what we’re here for.

1 – 5) If I am understanding the use case correctly, this sounds like a job for a membership plugin, rather than EE which focuses on the event registration, rather than site registration. EE’s WP User Integration addon can help with blurring the lines between the membership plugin and EE, for example by creating new users when someone registers for an event.

6) Is the co-op the admin? or do the users have admin access? IF so, then yes they can add events. If not, then yes but it’s done differently. In EE3 you could user the Roles and Permissions (Basic and Pro) addons. In EE4, we don’t have an addon to allow easy or preset ways to manage roles and permissions though you could use any membership plugin that can control roles and capabilities to set certain roles with the appropriate capabilities.

More info: https://eventespresso.com/2015/03/announcing-the-capabilities-system-in-event-espresso-4/

7) In EE3 you can use the (beta) Price Modifier addon to add questions which modify the price. This is not currently available for EE4 but we are looking at options. In EE4 you would need to create tickets so Main ticket = $0, Ticket + t-shirt = $10, etc.

8) Each class would (I think) be an event so you would need to create an event for each one. EE3 has the Recurring Event Manager, which basically allows you to create multiple duplicates of an event over a period of time (e.g. same event every Monday for 6 months). It allows faster creation of events but isn’t strictly necessary.

9) Time slots can be set for an event. EE4’s datetime system is well developed and very flexible, EE3’s is fairly basic.

10) Event Espresso would not be able to do this.

11) Yes, they can simply register their details. We are currently discussing how we can improve handling of people who are registering but not attending. Expect something for EE4 in the future regarding this.

12) We have nothing built in to limit repeat registrations or number of registrations (we can limit numbers per event, even numbers being registered in one go, but there’s nothing to stop them simply registering again).

13) We have nothing built in for that.

14) Yes

15) A question can be added for this, such as checkboxes or a text field (or both)

16) From the admin this is definitely possible. From the front end, EE3 has a shortcode for it, EE4 doesn’t but there is a small script that can be added to allow it.

17) Only by exporting the CSV, viewing the child individually or modifying the shortcode/script to display that data.

As you can probably tell, your use case seems to border wanting EE3, EE4 and something more specialised. I would advise you to give EE4 a test drive (for free) over at http://demoee.org, it will give you a better grounding as to whether it could work for you or not.

BEar in mind that Event Espresso is designed primarily with event registration in mind. It doesn’t mean that it can’t be used for other use cases (it amazes me the different ways EE is used!), but you may need to work with the plugin and adapt some of your needs/processes to fit. IT may also require some custom development for more specialised aspects.

Let me know if you have any other questions or need clarification on anything.


Eric

April 28, 2015 at 2:42 pm

Thank you, Dean, for your thoughtful, well-informed, and thorough response to each of my use cases. I kind of thought this might be the case, so thank you for confirming it. I had seen other support forum entries from people asking for their specific homeschool co-op situation, but there weren’t many adequate responses, thus all my items. I’ll need to mull over all of this. Again, I greatly appreciate your help. Be well, Eric


Jonathan Wilson

April 28, 2015 at 3:54 pm

Hi Eric,

We’re happy to answer anymore questions you might have.

Just let us know!

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