Onboarding: Application & Lottery Standalone
Includes the configuration, workflow planning, and staff training necessary to support the standalone Application & Lottery process.
Application & Lottery Standalone Implementation
This includes a package of meetings and training sessions designed to guide schools through the setup, configuration, and execution of the application and lottery process.
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Included Sessions:
- Initial Setup & User Access
- App & Lottery Training 1
- App & Lottery Training 2
- Day of Lottery Support
- Initial Setup & User Access
Initial Setup & User Access
Agenda
- Accessing the System
- Entering New Users
- Assigning Permission Groups
- Page Policies
- Navigation & Functionality Overview
- Help Tab Overview
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Enrollment Interest Form Configuration & Enrollment Interest Review Page
App & Lottery Training 1
Agenda
- Setting up Programs
- Pre-Qualifications
- Limits
- Filters
- Setting up Trigger Emails
App & Lottery Training 2
Agenda
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Managing the Pre-Qualifications tab
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Review the lottery run process
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How to send lottery results
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How to monitor the waitlist
Day of Lottery Support
(This can occur the day before as well)
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Review any anomalies within the student list, including duplicates
- Run through Lottery via Test Environment.