---
title: "Reg Online: Applicant Summary Page"
description: The Applicant Summary Page is a page you can use to view/verify student documents, see many registration answers, create notes, and plans.
---

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3. [REG - Online Admin](https://help.schoolpathways.com/knowledge/reg-online?hsLang=en#reg-online-admin)

March 11, 2026

# Reg Online: Applicant Summary Page

## The Applicant Summary Page allows users to view and verify student documents, review registration responses, and create notes or plans related to the applicant.

---

**Table of Contents**

- [Navigation](https://help.schoolpathways.com/knowledge/reg#Navigation)
- [Overview of Summary Page](https://help.schoolpathways.com/knowledge/reg#Summary)
- [Current Documents](https://help.schoolpathways.com/knowledge/reg#current)
- [Historical Documents](https://help.schoolpathways.com/knowledge/reg#historical)

---

##### **Navigation**

- Go to: **Student Dashboard \> Reg-Online \> Magnifying Glass**

**or** 

- **Admin \> Reg- Online \> Admin Page**
- Click **Show All (This will bring you to the Households page)**

**![Screenshot 2026-03-11 at 12.50.37 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.50.37%20PM.png?width=670&height=90&name=Screenshot%202026-03-11%20at%2012.50.37%20PM.png)**

- **Select the Student y**ou want to view

- Click the **Summary icon (Folder) for the selected student**

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-May-06-2024-05-43-55-2555-PM.png?width=670&height=218&name=image-png-May-06-2024-05-43-55-2555-PM.png)**

---

##### **Overview of the Summary Page**

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-May-06-2024-05-45-18-7486-PM.png?width=670&height=304&name=image-png-May-06-2024-05-45-18-7486-PM.png)**

**Key information to review:**

- **Assign Applicant** to a Staff member & See what data is awaiting

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-May-06-2024-05-54-27-8737-PM.png?width=670&height=239&name=image-png-May-06-2024-05-54-27-8737-PM.png)**

- **Override** The School If needed
- View **Current Documents & Historical Documents**

**![Screenshot 2026-03-11 at 12.52.32 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.52.32%20PM.png?width=651&height=294&name=Screenshot%202026-03-11%20at%2012.52.32%20PM.png)**

- Review the Students **SPED Verified Status**,
- Add or Review Notes
- Add or Review Existing Plans

![Screenshot 2026-03-11 at 12.54.07 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.54.07%20PM.png?width=653&height=202&name=Screenshot%202026-03-11%20at%2012.54.07%20PM.png)

---

##### Current Documents

There are 3 sections:

- **Required Signed Documents**
- **Uploaded Documents**
- **Student Forms**

Admin: These documents reflect the '**Setup Documents page**' when setting up your Reg-Online. 

![Screenshot 2026-03-11 at 12.56.15 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.56.15%20PM.png?width=670&height=126&name=Screenshot%202026-03-11%20at%2012.56.15%20PM.png)

![Screenshot 2026-03-11 at 12.56.24 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.56.24%20PM.png?width=670&height=126&name=Screenshot%202026-03-11%20at%2012.56.24%20PM.png)

![Screenshot 2026-03-11 at 12.56.35 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%2012.56.35%20PM.png?width=670&height=34&name=Screenshot%202026-03-11%20at%2012.56.35%20PM.png)

**Required Signed Documents**

![Screenshot 2026-03-11 at 1.09.01 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.09.01%20PM.png?width=670&height=181&name=Screenshot%202026-03-11%20at%201.09.01%20PM.png)

- Document Type: Reflects the Name of the Document
- School year
- Downloadable File
- Date the document was **received**
- The next Three Boxes reflect the status of the document as it has been updated in the far right column. 
    - **Verified**
    - **Rejected**
    - **Exception**
- These will populate the date once the status has been updated.

**![Screenshot 2026-03-11 at 1.11.59 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.11.59%20PM.png?width=219&height=234&name=Screenshot%202026-03-11%20at%201.11.59%20PM.png)**

- You can also add a **Custom Document** to this particular student
- Create these Custom Documents in the 'Setup Documents' page.
- **Admin \> Reg- Online \> Setup Documents**

**Uploaded Documents**

**![Screenshot 2026-03-11 at 1.16.21 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.16.21%20PM.png?width=670&height=125&name=Screenshot%202026-03-11%20at%201.16.21%20PM.png)**

- Works similarly to the Signed Documents section, except with an added section 'Options.'

**![Screenshot 2026-03-11 at 1.17.16 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.17.16%20PM.png?width=314&height=286&name=Screenshot%202026-03-11%20at%201.17.16%20PM.png)**

- This section allows you to remind the Household, add a document, and replace the document.
- Select Remind Household to populate the Send Reminder to Household Button
- This will send a reminder to the household about uploading this document. 
  
  ![Screenshot 2026-03-11 at 1.35.29 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.35.29%20PM.png?width=370&height=70&name=Screenshot%202026-03-11%20at%201.35.29%20PM.png)
- '**Add Document'** will allow you to manually upload this document Via Pathways.  
   ![Screenshot 2026-03-11 at 1.36.42 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.36.42%20PM.png?width=670&height=45&name=Screenshot%202026-03-11%20at%201.36.42%20PM.png)
- Replace the Document allows you to manually upload and **replace** the document.

 

**Student Forms**

- Are Forms & Surveys that have been included in the Reg-Online Application.
- This is a Paid-Add-on.

![Screenshot 2026-03-11 at 1.23.17 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.23.17%20PM.png?width=670&height=258&name=Screenshot%202026-03-11%20at%201.23.17%20PM.png)

- This allows you to view the details of the Form that was submitted.

 

---

##### Historical Documents

Historical Documents allow you to historically view documents submitted in the Past.

![Screenshot 2026-03-11 at 1.25.29 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-03-11%20at%201.25.29%20PM.png?width=670&height=523&name=Screenshot%202026-03-11%20at%201.25.29%20PM.png)

- You will be able to **download** the document, review the **School Year**, see the **Received Date** as well as see when and if the Document was **Verified, Rejected, an Exception or Replace and Add a Document** under the Options section.

 

Once the Applicant Summary page is reviewed and verified, you can move on to the next steps, by approving the application and preparing for Import.

Review this Guide for the next steps: [**Reg Online: Importing Students**](https://help.schoolpathways.com/knowledge/reg-online-importing-students?hsLang=en)

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    - [Special Programs](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#special-programs)
    - [Discipline](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#discipline)
    - [Cume File](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#cume-file)
    - [Medical Tab](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#medical-tab)
    - [Embedded Letters](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#embedded-letters)
- [Staff Dashboard](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#main-content)

    - [Personal Account Settings for Admin/Teachers](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#personal-account-settings-for-admin-teachers)
    - [Dropdowns](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#dropdowns)
    - [Tabs/Icons](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#tabs-icons)
- [Special Programs](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#main-content)

    - [Special Programs Basics](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#special-programs-basics)
    - [CERS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#cers)
    - [How to Upload an IEP File into Student Notes](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#how-to-upload-an-iep-file-into-student-notes)
    - [NPS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#nps)
- [Student/Parent Portal](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#main-content)

    - [Guides for Teachers](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-teachers)
    - [Guides for Parents/Students](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-parents-students)
    - [Admin/Staff User Guides](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#admin-staff-user-guides)
- [Testing](https://help.schoolpathways.com/knowledge/testing?hsLang=en#main-content)

    - [Reports (SSRs)](https://help.schoolpathways.com/knowledge/testing?hsLang=en#reports-ssrs)
    - [PFT Submissions Manual 2018-2019](https://help.schoolpathways.com/knowledge/testing?hsLang=en#pft-submissions-manual-2018-2019)
    - [NWEA](https://help.schoolpathways.com/knowledge/testing?hsLang=en#nwea)
    - [Test Module](https://help.schoolpathways.com/knowledge/testing?hsLang=en#test-module)
- [Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#main-content)

    - [Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement)
    - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides)
- [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content)

    - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies)
    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [System Updates & Release Notes](https://help.schoolpathways.com/knowledge/system-updates-release-notes?hsLang=en)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)
- [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```