Reg Online: Onboarding Checklist for New Clients
Please feel free to use this as a guide to walk you through the Step by Step Process of Setting up Reg Online to rolling out the process.
Admin First Training - Reg Online Student Registration
Pre - Work Reg Online
- Review the Reg Online User Guide for Admin initial Set- Up
Step 1 Reg Online Policy Set Up Admin User Guide
Step 2: Reg Online Public Configuration Admin User Guide
Agenda First Reg Online Admin Training:
- Setup, Policies, Values
- Set School Information
- Set “School "Policies
- Set “Page Policies”
Part 2: Public Registration Administration
- Header Information
- Invite Messages
- Configuration
- Documents, Contracts & Agreements
Post Work for Admin Reg Online Training First Training
- Create/Edit Trigger/Welcome Email Letter Templates
- Configuration
- Household Values / Student Values / Parent Values
- Set - Up Customizable Enrollment Interest Form User Guide
- Documents
- Signed Docs /Uploaded Documents
- Other Useful User Guides
Reg Online HDC Overview User Guide
Reg Online Registration Windows Overview User Guide
Enrollment Process for Reg Online
Admin Reg Online Second Training - Reg Online Student Registration
Pre - Work Reg Online Second Training
- Review User Guide for Families
Families Reg Online User Guide
Agenda Reg Online Second Training
- How do I Manage Reg Online?
- What do My Families See
- Finalize set-up, run through as family, sending invitations, provide links
Post Work Reg Second Training - Online Training
- Send Invites to Parents/Households to navigate the Portal