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) [email protected]
Captures name and address information from the course screen. This allows the information to paste into Word, PowerPoint or Excel
Questions?
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