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

1. Winner
2. Non - Winner
3. 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

1. Winner
2. Non - Winner
3. Waitlisted

• Review how to manage waitlist