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plsis:regonlineadmin [2016/03/03 20:31]
max removed 		plsis:regonlineadmin [2017/01/25 17:34] (current)
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-1 +{{tag>​admin reg_online}} 
-REG-Online! +===== REG-Online! ​Admin =====
-Administrative Users +
-REG-Online! allows your families to update registration records or start the process of enrolling new +
-students. No records will be permanent records in your system until you approve and import them.+
  
-1. Set-up + 
- 1a. Set School Information ​- Admin>​Settings>​Set District/​School Information +REG-Online! Allows families to initially register or update registration records online. No records will be permanent records in your system until you approve and import them. 
-• The phone number listed on this page will be posted on the public side of the + 
-registration window. + 
-• Office hours listed on this page will be viewed on the public side of the registration +==== Set-Up ==== 
-window. +  * **Step 1**. Set School Information Admin>>​Settings>>Set District/​School Information ​\\ {{plsis:​regonlineadmin1.png?​nolink&​700|}} \\ 
-1. Set-up +    ​* ​The phone number listed on this page will be posted on the public side of the registration window 
-a. Set School Information +    ​* ​Office hours listed on this page will be viewed on the public side of the registration window 
-b. Set Policies +  * **Step ​2**. Set Policies Admin>>​Settings>>​Policies ​\\ {{plsis:​regonlineadmin2.png?​nolink&​700|}} \\ 
-2. Public Registration Administration +    ​* ​Choose ​“Student Registration” 
-a. Header Information +    ​* ​Review and choose how you want your policies set in this area 
-b. Invite Messages + 
-c. Configuration +==== Public Registration Administration ​==== 
-d. Other + 
-3. Import Process  +  * **Admin>>​Public Registration>> Admin ** 
-2 +    * **Header Information**: also available in the Student Info.>> Student Registration area and will be discussed ​again in the Import ​process ​below \\ {{plsis:​regonlineadmin3.png?​nolink&​700|}} \\ 
- 1b. Set Policies Admin>​Settings>​Policies +    * **Invite Messages**: Create messages families will see 
-• Choose ​"Student Registration" +      * **Start Message**- body of the email message sent to families when they start the registration ​process 
-• Review and choose how you want your policies set in this area. +      * **Invite New Message**- body of the email message ​sent to a family that you would like to send a personal invitation to and is new to your school. You can use this for a mass email to all your returning families too if they have never used the system before. 
-2. Public Registration Administration Admin>Settings>Public Registration +      * **Invite Household**- ​the mechanism used to actually ​send the emails 
-2a. Header Information +        * **NEW**- If you’d like to invite ​a specific family, click the NEW button. Then enter the email address. New is for families new to REG-online even if the student had been in your school previously. 
-Also available in the Student Info>​Student Registration area and will be discussed in Section 2: +        * **RETURNING**-If you’d like to invite a specific current family, check off returning button then enter the parent/guardian email addresses ​and student ​local IDs. (For directions on how to create this file for upload, see below this section.) Save it in a file or on your desktop. Click choose file and browse for the file. Click Invite. 
-Import ​Process ​below. +      * **Reminder Message**- body of email message used to remind parents to start or complete the registration process. When you click the “Send Reminders” button, this message will go out to all families missing data. 
-2b. Invite Messages +      * **Test ​Message**- If you’d like to see what your messages look like in an email, choose the message ​type and send yourself an email. \\ {{plsis:​regonlineadmin4.png?​nolink&​700|}} \\ //School Pathways has created a Create-A-Report you can use to invite ​families ​to start the re-enroll ​process. ​Look for "​REG-Online Invite (Parent Email/​Student ID)"// 
-Create messages families will see. + 
-• Invite Household ​- this allows you to enter an email address ​of a potential registrant ​to +==== Configuration ​==== 
-help they start the process. An email is sent to them and they click on the invite ​to + 
-create ​a password. +**Below is a list of buttons to choose for configuration** 
-• Mass Invite Households - create ​a list of families with their email addresses. Browse for + 
-the list and then send to invite ​all people on the list. This uses the "​Invite Household"​ +  * **Re-Validate All Households**- If required values have been changed, use this button (only at the beginning of REG Online for a new school year) 
-message in the email. +  * **Required Student Values**- Set your student values 
-• Contract Message ​- after parents/guardians create or update ​and save a student +  * **Required Guardian Values**- Set your guardian values 
-registration, this message will be on the signature page. +  * **Required Household Values**- Set your household value 
-• Invite ​Message - body of email message sent to families to ask them to participate in the + 
-REG-Online process. +**Documents,​ Contacts & Agreements** 
-• Reminder Message - body of email message used to remind parents to start or complete + 
-the registration process. When you click the "Send Reminders" ​button, this message +=== Set-up Documents === 
-will go out to all families missing data.  + 
-3 +  * **Signed Documents** 
-• Start Message - body of the email message ​sent to families ​when they start the +    * Decisions can be made on this page about enabling certain documents needing signatures 
-registration ​process. +    * How often the documents need to be signed  
-2c. Configuration +    * Why each signature is required  
-• Re-Validate All Households +    * Which signatures are required and gives you the ability to view the message that is viewed when the parent/​guardian are signing 
-• Required Student Values +  * **Uploaded Documents** \\ If you’d like to require parents/​guardians to upload documents to the REG-Online system: 
-• Required Guardian Values +    * **Step 1**. Choose to Add a New Document Type 
-• Required Household Values +    * **Step 2**. Enter new document information and click create a new document 
-2d. Other +    * **Step ​3**. Create New Document and SAVE 
-• Export Households +    * **Mass Import Households**- Ability to mass import all students in the Re-enroll process. This feature is not available for new enrollments. 
-• Export Students +    * **Export Student Status Report**- Gives you a report of all students by household that have entered data on students 
-• Export Family Members +  * **Import Process** 
-3. Import Process +    * **Step 1**. Find the import area Admin>>Student Information>>Pub Reg. Import 
-Find the import area at Admin>​Student Information>​Pub Reg Import +    * **Step 2**. Each button allows you to do different ​processes. Choose the appropriate filters to show the list as you need it displayed \\ {{plsis:regonlineadmin5.png?​nolink&​700|}} \\ 
-Each button allows you to do different ​process: +      * Show Options-Show all household documents, show student documents, show all student notes, show all passwords, and show deleted records 
-• SHOW ALL, shows all families (households) that have taken part in the REG-Online system will be +      * Show All- shows all families (households) that have taken part in the REG-Online system will be displayed by family 
-displayed by family. +      * Show Awaiting Data-Any families/​students with missing data will be listed 
-• SHOW AWAITING DATA. Any families/​students with missing data will be listed. +      * Show awaiting import- ​If a student’s import is green, it’s a returning student. If it’s yellow, the parent/​guardian ​had noted the student as new to your school 
-• SHOW AWAITING IMPORT. ​If a student's import is green, it's a returning student. If it's yellow, +      * Show already imported 
-the parent/​guardian ​has noted the student as new to your school. +      * Show Empty Households- ​Those families that have started the process but never entered a student. These are often families who ran into difficulties and may have called you for help. They might also be families that were curious about the process but were hesitant to continue. 
-• SHOW ALREADY IMPORTED. +    * **Step 3**. Click Import:  
-• SHOW EMPTY HOUSEHOLDS. ​Those families that have started the process but never entered a +      ​* ​If a new student is in the system, you will be presented with the best matches ​(on Name and Birthdate).  
-student. These are often families who ran into difficulties and may have called you for help. +      * Click a match and then NEXT. If no matches are found, click the Create a New Student Record button. Save the new student record 
-They might also be families that were curious about the process but were hesitant to continue. +      * If the student is a returning student, you will be shown the new values that you will be importing. Click SAVE to import the new values 
-This header is +      ​* ​The field name is the first column. Make sure all fields are correct and complete by viewing what the parent/​guardian has entered (blue column) with what will be imported ​(right column.) You can change what they have entered by entering data in the right column. Or you can request the family to update the registration 
-also available in +      ​* ​When complete click SAVE. This will import the registration record into the SIS. You do not need to save again once the registration view appears but you can change or add extra fields and save again 
-Admin>​Student +Students will then be found on the intake roster, unless the student is given an immediate enrollment. 
-Information>​Pub +\\ \\ 
-Reg Import  +When you are importing a student that is already in your system, you will get more information to check. The Student’s Value column shows what is currently in the SIS. 
-4 +\\ \\ 
-Click Import: +For additional assistance please call us at 866-200-6936.
-If the student is in the system, you will be presented with the best matches. Click a match and then +
-NEXT. If no matches are found, click NEXT. +
-• The field name is the first column. Make sure all fields are correct and complete by viewing +
-what the parent/​guardian has entered (blue column) with what is possible to enter (right +
-column). You can change what they have entered by choosing a new field from the far right +
-column. Or you can request the family to update the registration. +
-Household name +
-and date modified. +
-Family Email. +
-Names of +
-students already +
-in the system will +
-be underlined. +
-Edit allows you +
-to edit the reg +
-forms families +
-have completed. +
-Jump takes into +
-the online reg +
-page. +
-Send an +
-email that +
-allows a +
-family to +
-reset their +
-password to +
-the system. +
-Delete a +
-household from +
-the system. +
-Click on button to +
-enter notes in the +
-notes box. Click +
-again to close the +
-box. +
-Import reg forms. +
-Yellow – returning +
-student. Green – +
-new to school. +
-View /print +
-documents +
-guardian +
-signed +
-Three records to import: +
-Household +
-Student +
-Parent  +
-5 +
-• When complete, click SAVE. This will import the registration record into the SIS. You do not +
-need to save again once the registration view appears but you can change or add extra fields +
-and save again. +
-When you are importing a student that is already in your system, you will get more information to +
-check. The Student's Value column shows what is currently in the SIS. +
  • plsis/regonlineadmin.1457037080.txt.gz
  • Last modified: 2016/03/03 20:31
  • by max