Turbo-Charging Your Registrations - PowerPoint PPT Presentation

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Turbo-Charging Your Registrations

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  1. Turbo-Charging Your Registrations An Aceware Webinar

  2. Webinar Topics • Adding a Registration • Deactivating Courses • Speed Registration • Mass Registration • Transferring Registrations • Dashboard • Hot Tips!

  3. Adding a Registration Most registrations begin by clicking the blue binoculars to look up a name. This brings up the list of names. In the find area, type the last name, a comma, a space, and the first name. Hit Enter when you locate the correct name.

  4. Adding a Registration - Name Once at the name screen, click Add Registration

  5. Adding a Registration - Reggie Locate and select the proper course. Add the payment.

  6. Adding a Registration - Pay • Time savers include: • Tabbing through the fields • Typing the first two characters of the Payment Type to quickly locate the correct course type

  7. Editing a Registration Quick and Easy! Use the green binoculars to locate existing registrations (for quick editing). Save your changes for that registration (OK/Close) and you are automatically placed back in name look-up. Hit Esc to leave Quick Edit Lookup.

  8. Deactivating Courses

  9. Too many course choices canslow you down! Deactivating old, inactive classes speeds up screen display avoids potential screw ups

  10. Deactivating Courses Module, Courses, Mass Change/Update/Delete Set courses to inactive Fill in dates

  11. Speed Registration

  12. Speed Registration When should you use Speed Registration? • large group of students who are part of one company or organization (before or after the event) ie: contract class • Any group of people with one payor • When all registrations are for a single course • hours, CEU’s and status are the same

  13. How to . . . Speed Register • Alt + Z • Select course from list

  14. If not checked, automatically enrolls student when name is selected. Otherwise, asks for confirmation If your system does not use SSN’s, check the Name Find Entry Default new names in a contract class to “Do Not Mail” Fill in options as appropriate Click Add Names to select participants.

  15. New name? When a new name appears and is not yet available on the name list, hit the Esc key to access the Brief Name Entry screen and enroll the new participant

  16. Mass Register

  17. Mass Register Mass register allows you to register all registrants from one course into another course and is great for contract or sequential programs. From the course screen, click Mass Register

  18. Mass Register Clicking Mass Register allows you to select the new course in which to register the current roster of students. The next screen (pictured below) allows you to choose the settings for the new course

  19. Mass Register In the Data Preview Screen, remove the check mark next to any name who will not move to the next class. To assist you, grade, status, reg code and misc code are visible. When you’ve made your final selections, click NOTE: You WILL have a final opportunity to Cancel the Mass Reg Process Done

  20. Keep in mind . . . • Mass Register does not address payments • Mass Register does check new class for duplicate names and eliminates names already in the target class

  21. Transferring Registrations

  22. Transferring Registrations • Registrations can be transferred to • Another class • To another individual *IMPORTANT NOTE: If registrations are grouped, they must be ungrouped before any transfer occurs.

  23. Transferring Registrationto another Class • Look up name • Click • Click • Choose Edit Registration Transfer Class

  24. Transferring Registrationto another Class with Transfer Wizard Transfer Class Proceed with options as

  25. Transferring Registrationto another class with Transfer Wizard The task in plain English

  26. Transferring Registrationto another class Select the appropriate monetary option Verify transfer information Add note to document Proceed

  27. Transferring Registrationto another Individual • Look up name • Click • Click • Choose Edit Registration Transfer Student

  28. Transferring Registrationsto another Individual

  29. F9 Dashboard

  30. Dashboard F9 (a tale of two halves) Start at the top with upcoming courses Between two dates: How many courses are within a specified number of being full? How many won’t meet the minimum required participation? Click the button for answers Show

  31. Dashboard The percent of minimum represents how close you are to meeting the minimum. For 07FFIN205, you are 60% of the way toward meeting your minimum to run the class.

  32. Dashboard Move to the bottom half for history – what has been happening Click to view overall departmental activity in a specific time period Refresh Display Time period

  33. Dashboard Query specifically for web enrollments, or by Department, Subject Code, Coordinator, or Account Code. When you’ve made your selection, Click for updated information Refresh Display

  34. Hot Tips!

  35. Alt + F9 in either the name or registration screen, results in a complete list of payments for all courses for that individual.

  36. Another Speed Feature! ALT + 3 Captures name and address information from the course screen. This allows the information to paste into Word, PowerPoint or Excel Kevin Costner Hollywood Productions, ltd. 1020 Bella Vista Blvd. Suite 101 Hollywood, CA 99888 (919) 453-4443 Shipwreck@mgm.com

  37. ? Questions? ? ? ? ? ? ? ? ? ? ? ?