Application & Lottery: Admin Onboarding Checklist
Admin First Training - Application & Lottery
Pre - Work App & Lottery
- Review the App & Lottery User Guide for Admin initial Setup
App & Lottery Initial Setup User Guide
App & Lottery Pre-Qualification Settings User Guide
- Review How to Setup Trigger Emails
App & Lottery Trigger Emails User Guide
Agenda:
- Setup
- Set “School” Policies
- Define Users
- Setup Trigger Emails for Lottery
- Winner
- Non - Winner
- Waitlisted
- Review “Pre Qualification” Filters
Post Work for Admin Module Training First Training
- Set all Pre-Qualification Filters
- Preview all Trigger emails
- Review to be sure all staff needing access( Define Users)
Admin Second Training - Application & Lottery
Pre -Work App & Lottery
- Review how to run your lottery
App & Lottery Run your lottery User Guide
Agenda:
- Review Pre - Qualifications Filters
- Review Steps to Running the Lottery
- Send Trigger Emails for Lottery
- Winner
- Non - Winner
- Waitlisted
- Review how to manage waitlist