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We are currently setting up our group tours in Tessitura and are running into a few problems. We want to assign docents to each tour. We currently run consecutive tours on the ½ hour for as many as 100 in a group. The docent’s name needs to stay with the tour time. We offer 12 different tour types.
I’m overwhelmed as where to start. Any suggestions would be appreciated.
Thanks, Lisa
Lisa,
Are the tours set up as performances? If so, one possible route would be to create a customer service issue (CSI) under the customer record of the docent for that performance (tour). I'm not sure what reporting needs you might have with that (it would probably need a custom report or two) but that would keep the docent attached to the tour and wouldn't require any new custom screens or functionality in Tessitura.
This isn't a scheduling or volunteer management solution, but if all you need is to track the docent for each tour, this might be the easiest process.
Hope that helps!
I assume you’ll be running this through the ticketing module, not the contributions module, given the forum.
This sounds to me like a perfect place for a custom screen at the performance level. The field could be an InfoMaker object that would allow you to insert the docent’s customer_no into a local table that would hold customer_no and perf_no and display the docent’s name onscreen as well. Ideally, you could refer to the same local table from the docent’s account as well, with a custom screen there that would be read-only and let you see what performances (tours) the docent was signed up for.
Another option would be to set up your docents as artists under ticketing setup, add a role of “Docent” to the Title screen for your tour performances (with a voice part of Spoken), and populate the role at the performance level.
Either way, you’d need a custom report to get the docent to appear on a report you can use—but this would not be hard to add. I personally would heavily lean toward the first option of the custom screen, because then you’re tying an actual constituent, your docent, to a performance.
Lucie