plsis:regonlineadmin [School Pathways Knowledge Base]

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{{tag>admin reg_online}}
===== REG-Online! Admin =====


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.


==== Set-Up ====
  * **Step 1**. Set School Information Admin>>Settings>>Set District/School Information \\ {{plsis:regonlineadmin1.png?nolink&700|}} \\
    * 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 window
  * **Step 2**. Set Policies Admin>>Settings>>Policies \\ {{plsis:regonlineadmin2.png?nolink&700|}} \\
    * Choose “Student Registration”
    * Review and choose how you want your policies set in this area

==== Public Registration Administration ====

  * **Admin>>Public Registration>> Admin **
    * **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|}} \\
    * **Invite Messages**: Create messages families will see
      * **Start Message**- body of the email message sent to families when they start the registration process
      * **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.
      * **Invite Household**- the mechanism used to actually send the emails
        * **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.
        * **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.
      * **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.
      * **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)"//

==== Configuration ====

**Below is a list of buttons to choose for configuration**

  * **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)
  * **Required Student Values**- Set your student values
  * **Required Guardian Values**- Set your guardian values
  * **Required Household Values**- Set your household value

**Documents, Contacts & Agreements**

=== Set-up Documents ===

  * **Signed Documents**
    * Decisions can be made on this page about enabling certain documents needing signatures
    * How often the documents need to be signed 
    * Why each signature is required 
    * Which signatures are required and gives you the ability to view the message that is viewed when the parent/guardian are signing
  * **Uploaded Documents** \\ If you’d like to require parents/guardians to upload documents to the REG-Online system:
    * **Step 1**. Choose to Add a New Document Type
    * **Step 2**. Enter new document information and click create a new document
    * **Step 3**. Create New Document and SAVE
    * **Mass Import Households**- Ability to mass import all students in the Re-enroll process. This feature is not available for new enrollments.
    * **Export Student Status Report**- Gives you a report of all students by household that have entered data on students
  * **Import Process**
    * **Step 1**. Find the import area 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|}} \\
      * 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 displayed by family
      * 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 already imported
      * 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.
    * **Step 3**. Click Import: 
      * If a new student is in the system, you will be presented with the best matches (on Name and Birthdate). 
      * Click a match and then NEXT. If no matches are found, click the Create a New Student Record button. Save the new student record
      * 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
      * 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
      * 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
Students will then be found on the intake roster, unless the student is given an immediate enrollment.
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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.
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For additional assistance please call us at 866-200-6936.