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How-To GuidesNote: Keep in mind that some of these documents include technical instructions - these should not be carried out except as directed by your IT department. Feel free to contact OPAS technical support if you have any questions. If you would like a "How-To" guide for a topic not covered here, please contact Fine Arts Software . Each document is in Adobe Acrobat (PDF) format and opens in a new window ( Contracts
and Itineraries
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Agents / Artists |
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How to Assign Agents to Artists |
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Example of Assigning an Agent to an Artist |
Contracts |
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How to Create Contracts |
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How to Auto-Generate many contracts at once |
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How to View and Print Contracts |
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How to Create and Assign regularly-repeating Contract Clauses or Terms |
Itineraries |
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How to create Itineraries from Templates |
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How to Create Hotel Room Lists |
Artists
/ Musicians / Address Book 
Address Book Basics |
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How to Create a Soloist |
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How to view and print an Artist Performance History |
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How to send a 'bulk' email to a group of musicians (data function & how-to guide) |
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How to merge or join two entries in the Address Book (data function & how-to guide) |
Drag-andDrop Address Book entries between Outlook and OPAS / En español |
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How to de-activate Address Book entries (so historical people and venues no longer appear when booking current / future seasons) |
Finance
Configuration |
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How to Configure Expense Types in OPAS |
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How to manage Foreign Currencies in OPAS |
General Operation |
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How to Enter Expenses in OPAS |
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How to use Expense Templates |
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How to bulk-assign Expenses from the Dates area (the data function referenced in the instructions can be found here) |
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How to enter Instrument Rentals |
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How to Change the Project assigned to an Expense item |
Personnel
Personnel Basics |
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How to Create Orchestra Musicians |
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How to Create Orchestra Substitute / Extra Musicians |
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How to set up Attendance/Absence Types |
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How to assign Advanced and Long-Term Absences (Sabbaticals, Leave of Absence, Parental Leave, etc.) |
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How to set Service Limits for musicians |
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How to record String Complements or String Counts for concerts |
Attendance / Seating |
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How to assign Musicians to Many Services at One Time (assign your orchestra members to all services in a season, for example) |
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How to bulk-assign musicians from the Dates area of OPAS (a different 'bulk assign' method than the one above). If you need the data function itself, click here. |
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How to copy musician service assignments from one activity to another. If you need the data function itself, click here. |
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How to set default seating assignments (particularly effective when using the drag-and-drop seating utility) |
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How to assign and remove musicians from specific works on services (and assign rotations, etc) |
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How to send your Season Schedule to Musicians in vCal (Palm Pilot) format |
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How to see all Musicians assigned to a service |
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How to use the drag-and-drop seating utiltiy |
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How to change a group of seating assignments once they've been made |
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How to record Attendance for a service or a week of services |
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How to print a Weekly Attendance sheet |
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How to Print Mailing Labels for musicians assigned to services |
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How to Send an Email to All Musicians assigned to a service (the link will take you to the data function and how-to guide) |
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How to view and track Attendance staitstics. The Excel document referenced in this guide is available through OPAS Tech Support |
Payroll |
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How to Configure Payroll Account Categories and Default Pay Rates |
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How to Assign Salary figures to Core or Staff Musicians |
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How to Copy Salary figures to the OPAS Expenses area |
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How to Assign Pay Adjustments to individual musicians or groups of musicians |
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How to Assign Pay Adjustments for all activities in a Week |
How to run a Substitute Pay Analysis worksheet in Excel (contact OPAS tech support for the Excel document) |
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Tours
General Operation |
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How to create a Tour |
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How to assign personnel to a Tour |
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How to set up travel / lodging activities in a Tour |
Technical / Administration
OPAS User Accounts |
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How to copy User Preferences such as colors, fonts and screen settings |
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General Overview of the OPAS User Rights Management System |
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How to permanently delete reports from your OPAS installation |
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How to Activate and Deactivate database records - Projects, Compositions and Address Book entries can all be deactivated so they do not appear when booking current / future activities |
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