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