We've added three new features to online registration: the ability to add Notes, the ability to initiate an email directly from the app, and the ability to revert a submitted registration back to pending status.
Notes
With just a few clicks, you can attach a note to an online registration submission.
Follow these steps to create a note:
- Open Online Registration
- Choose either the New Student Registration or Annual Registration tab
- Click on one of the four tabs (Pending, Submitted, Finalized, or Rejected)
- Select a submission
- Choose Add Note from either
- the Actions menu
- or by right-clicking directly on the submission
- Select the New Note button
- Create the note
- Click Save
*The note is only visible in the Online Registration record to which it is attached. It will not be visible in the student's profile.
Send an email right from the Online Registration application.
Follow these steps to send and email:
- Open Online Registration
- Choose either the New Student Registration or Annual Registration tab
- Click on one of the four tabs (Pending, Submitted, Finalized, or Rejected)
- Select a submission
- Choose Email Registrant from either
- the Actions menu
- or by right-clicking directly on the submission
- An email message will be generated
- If the registrant provided an email, it will be dropped right into the Recipient section of the email. Additional recipients can be added manually.
- After the email is composed, click Send Email
*The email will be sent to the recipient and a copy will get saved directly into notes. This copy cannot be edited.
Revert Submitted Registration to Pending Status
Easily change a registration from Submitted status to Pending status.
Follow these steps to revert a submitted registration to Pending status:
- Open Online Registration
- Choose either the New Student Registration or Annual Registration tab
- Click on the Submitted tab
- Select a submission
- Choose Revert to Pending from either
- the Actions menu
- or by right-clicking directly on the submission
- An email template with a registration link will be generated. It will looks something like this:
You are receiving this email because you still need to complete your student’s school registration, or there is an error or omission in your student’s registration that you need to resolve.
Please give attention to the following area(s), which are preventing us from accepting your registration:
Please use the following link to finish registering your child: registration link
If the registrant provided an email, it will be dropped right into the Recipient section of the email. Additional recipients can be added manually.
7. After the email is composed, click Revert to Pending
8. The submission will be moved to the Pending tab and the email will be sent.
*This option is only available from a Submitted registration tab. If the registration has been Finalized or Rejected, this option will not be available.
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