Turbo-Charging Your RegistrationsAn Aceware Webinar

Webinar Topics

Adding a Registration Deactivating Courses Speed Registration Mass Registration Transferring Registrations Dashboard Hot Tips!

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.

Adding a Registration - Name

Once at the name screen,

click Add Registration

Adding a Registration - Reggie

Locate and select the proper course.

Add the payment.

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

Editing a RegistrationQuick 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.

Deactivating Courses

Too many course choices can

slow you down!Deactivating

old, inactive classes

speeds up screen display avoids potential screw ups

Deactivating Courses

Module, Courses, Mass Change/Update/Delete

Set courses to inactive

Fill in dates

Speed Registration

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

How to . . . Speed Register

Alt + Z Select course from list

If your system does not use SSN’s, check the Name Find Entry

If not checked, automatically enrolls student when name is selected. Otherwise, asks for confirmation

Default new names in a

contract class to “Do Not

Mail”

Fill in options as appropriate

Click Add Names to select participants.

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

Mass Register

Mass RegisterMass 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

Mass RegisterClicking 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

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

DoneDone

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

Transferring Registrations

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.

Transferring Registrationto another Class

1. Look up name

2. Click

3. Click

4. Choose

TransferTransfer

Edit Registration

ClassClass

Transferring Registrationto another Class with Transfer Wizard

Transfer

ClassProceed with options as

Transferring Registrationto another class with Transfer Wizard

The task in plain English

Transferring Registrationto another class

Select the appropriate

monetary option

Verify transfer information

Add note to document

Proceed

Transferring Registrationto another Individual

1. Look up name

2. Click

3. Click

4. Choose

TransferTransfer

Edit Registration

StudentStudent

Transferring Registrationsto another Individual

F9 Dashboard

Dashboard F9 (a tale of two halves)

Start at the top with upcoming courses

Between two dates:

How many coursesare within a specified number of being full?

How many won’t meet the minimum required

participation?

Click thebutton for answers

Show

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.

Dashboard

Click

to view overall departmental activity in a specific time

period

Refresh DisplayRefresh Display Time period

Move to the bottom half for history – what has been happening

Query specifically for web enrollments, or by Department,

Subject Code,Coordinator, or Account Code.

When you’ve made your selection,

Click

for updated information

Dashboard

Refresh DisplayRefresh Display

Hot Tips!

Alt + F9in either the name or registration

screen, results in a completelist of payments for all courses for

that individual.

Another Speed Feature!

ALT + 3

Kevin CostnerHollywood Productions, ltd.1020 Bella Vista Blvd.Suite 101Hollywood, CA 99888 (919) 453-4443Shipwreck@mgm.com

Captures name and address information from the course screen. This allows the information to paste into Word, PowerPoint or Excel

Questions?