Question 1

Can I add equipment requirements for customers on a course

EVE Support · Accepted Answer

Yes, on the Course Requirements tab on the course from, as below:

Can result in the Requirements print out but does not, of course, specify precise equipment numbers. I t’s the type and size of the equipment needed, not the particular item that meets those requirements.

The print layout is available from the Print icon at the bottom of the course screen.

Question 2

Can I add notes to a course that will appear on the customer invoice

EVE Support · Accepted Answer

Yes, you can do this by going to the Course in question and adding notes on the General tab as below:

Question 3

Can I adjust settings so Certification cards are set as default to return to student

EVE Support · Accepted Answer

f you wish EVE to set “Return to Student” option by default, from the top menu, go to Tools > Options > All PCs

Then select the Courses Tab.

On the courses Tab, as shown in this screen shot, enter the value of 3 to the “Return Card to” field.

Question 4

Can I delete courses where no-one is booked on to them

EVE Support · Accepted Answer

If you’re looking to delete a course on which no customers have been sold spaces, then simply right click on the course and select delete:

If you’ve sold spaces to customers on the course then you’ll need to either move the customers:

Before deleting the course or refund the customers first.

Question 5

Can I produce a Course Timetable as a PDF for a customer

EVE Support · Accepted Answer

Go to Courses / Find and open the Course

When you Print, any selected customers will appear in the Recipients list on the Email tab.

You can now send the Course Timetable as a PDF to students.

The PDF is auto-generated using the Print Layout you have chosen - i.e. Course Timetable in the graphic below.

Question 6

Can I see the Course Timetable as I book a customer on to a course

EVE Support · Accepted Answer

When you assign someone to a course, right click on the course and you’ll see the timetable, as below:

Question 7

Can I set up automatic discounts for my Club Members

EVE Support · Accepted Answer

First, a discountable Customer Type of Club Member

should be set up. Go to Data / Customer Types / Find to do this and place a check in the Discountable? box

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.

Then, click on the Discounts tab, then Add, then select which Stock Types

and which Discount Band you wish to apply:

Customers of that type will then automatically receive a discount of the specified amount when they purchase any of those items from you.

To create Discount Bands in general, go to Inventory / Discount Bands / New and then create the appropriate discount:

The formulae are based on RP meaning Retail Price or TP meaning Trade Price.

Theses should be surrounded by square brackets – [ ] – and then the appropriate percentage added or subtracted.

For those items in Packages, you can either just not select Packages as a stock type that bears a discount... if you have packages in a separate stock type.

If not, you’ll need to go to each of the package stock items and manually set the price to the same as the standard retail price

Question 8

Do you have a list of Videos about Courses in EVE

EVE Support · Accepted Answer

Course Types are those kinds of courses that you teach – Open Water, Rescue, etc. Courses are the individual courses of each of those course types. These videos will guide you though how to set up both course types and the actual courses themselves:

How to Set Up a Teaching Location

This video shows how how to set up a teaching location:

https://youtu.be/myAfXLYLgsI

How to Set Up a New Course

This video shows how to set up a new course:

https://youtu.be/slN8lWZDnBg

How to set up Course Recurrence

This video shows how to set up a course recurrence:

https://youtu.be/iNGuW6zBbXc

How to Access Your Calendar and Adjust Settings

This video shows how to set up your EVE Calendar and how to adjust the settings:

https://youtu.be/aOrwfs6BJ4Q

How to Set Up a Stock Item to Sell a Course

This video shows how to set up a stock item to sell a course:

https://youtu.be/uRMw2aCvops

Question 9

How can I measure my Con Ed?

EVE Support · Accepted Answer

The example below looks at divers converting from DSD to Open Water.

In the Customer Search Wizard look for those who have done DSD this year:

On the Results page, select all and then right click and add them to a Mailing List – useful here and in the Agent later – as below:

You now have a Mailing List of DSD 2017, for example, that you can use for all kinds of things – marketing, reporting, sales, etc.

One thing you can do is to see who has done OW:

and:

or, perhaps more importantly, who hasn’t done OW:

So, in the example above, of 1487 doing DSD, 40 did OW, 1447 haven’t yet. And I can immediately send a MailChimp campaign to these 1447

Question 10

How can I see who owes what on each course

EVE Support · Accepted Answer

Go to Courses, then Certifications / Find, then look for all Ongoing certs in the Completion status field.

Search and you’ll see as below:

Question 11

How do I add Interest in Con-Ed Courses on course completion?

Giovanni Saracino · Accepted Answer

When a course is marked "Completed", you will be prompted to certify each student. For each student, you can add interest in con-ed courses. By default, EVE will present the list of courses where the course being completed is a prerequisite. Therefore if, as an example, you wish to add the Wreck Diver Specialty course to that list, please proceed as follows:

Go to Data
Go to Course Type and click Find
Select a course you wish to add as interest and double click to open it
Select the General Tab
Set the prerequisite course
Click Save

Question 12

How do I assign PADI Digital Codes to a Certification record

EVE Support · Accepted Answer

On any certification record – Courses module, then Certifications / Find – you’ll see an area where the appropriate digital code type can be marked – see below:

That code can then be entered on to the PIC OnLine tab of the cert record as below:

When processing the cert, you will then see 2 things:

a/ that the cert status is “valid”

b. that the Debit PIC column is unchecked showing that the cert will be processed without using one of your Online PICs:

FYI, any cert record can be opened from within this area by highlighting it can clicking the Open Certification record button at the bottom of the screen.

Also, FYI, this cert type and digital code can also be entered at the point of sale when booking a customer on to a course:

Question 13

How do I change the Display Order of modules within a course type

EVE Support · Accepted Answer

In Data / Course Types, open the relevant course type(s) and select the Display Order:

Question 14

How do I find the PADI PIC Key for a course type?

EVE Support · Accepted Answer

Go to Data / Course Types and open the course type.

Click on the Search PADI for PIC Keys button and select from the resulting list

Question 15

How do I link Courses to stock items

EVE Support · Accepted Answer

1/ Go the stock item that sells spaces on those courses and check what you have on the Links tab – should be as per below:

2/ Go to the original course you used as the template for recurrence and check what you had on that course on the Stock Items tab.

3/ If you need to add in those courses to be sold by the stock item, go back to the Links tab of the stock item and click Add as below:

Select All of the courses and click Add.

Question 16

How do I link EVE to PIC OnLine

EVE Support · Accepted Answer

Go to Data / Stores and open the store record.

Then enter your new PADI Single Sign On login details as below:

Question 17

How do I manage course bookings for customers yet to choose a date

EVE Support · Accepted Answer

Many dive centres set up a course called something like “dates TBA”, as below:

And then book customers on to this course.

When a customer then selects their dates you can move the customer from this course by going into the course, highlighting the customer name and then right click on your mouse.

One of the options you will see is Move to Different Course, as below:

You then select the course that the customer wants to enrol on.

This action will take all payment details over to this course automatically so you will see how much, if any, is still to be paid, for instance.

Question 18

How do I manage what Customer pop-up notes display

EVE Support · Accepted Answer

From the top menu in EVE, go to the Customer tab under Tools /Options /This PC Only:

Question 19

How do I produce a timetable for a customer at the point of sale

EVE Support · Accepted Answer

In the course or trip booking wizard – once you’ve assigned the date – right click, select Timetable:

and Print or Email.

Question 20

How do I produce Instructor Invoices for a course

EVE Support · Accepted Answer

You can configure EVE to calculate the amount you pay each instructor for teaching a module on a course. Before doing this you need to enter data into this section to define how those amounts will be calculated. For each module type and instructor you can define two figures:

• Base Cost (Pre Tax): the amount the instructor will get just for teaching the module.

• Additional Cost per Customer: an additional amount the instructor will get for each customer that attends the module

On any course, from the Toolbox at the bottom of the course screen select the Options button – crossed hammer and spanner – and choose Calculate Staff Module Costs.

Then print Instructor Invoice.

Question 21

How do I re-print PIC Temporary Cards

EVE Support · Accepted Answer

You can do this for 2 weeks after the original certification date.

Go to the Upload History tab on the PIC OnLine form:

And you can highlight the cert(s) you need and print the temp card again.

Question 22

How to Export EVE Calendar

Giovanni Saracino · Accepted Answer

To export your EVE Calendar to Google Calendar, please proceed as follows:

Right click anywhere on the calendar
Select Export
Select the option you see fit for the purpose
Click OK

This solution offers a static calendar integration and a new file will have to be uploaded each time you create a new course or modify the current calendar. For a dynamic solution, that synchronizes with your EVE database to display courses and trips in real time on an EVE website, then we recommend upgrading to EVE Enterprise.

Question 23

Is there a maximum length for information entered on to the PIC OnLine interface

EVE Support · Accepted Answer

PADI’s database has limits on some of the address fields for the numbers of characters allowed.

On the customer s tab of the Options form under the Tools menu you can set EVE to tell you when you’ve exceeded those limits, as below:

Question 24

Where do I enter the PADI Instructor number for use in EVE

EVE Support · Accepted Answer

Open your Employee record in the Data module and then you’ll see an area as below:

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