How do I register for a Course using the Registration Portal

Course Registration Process Notes

Public Facing Workflows

Details displayed below.

Typical Public Scenario

1. Launch Registration Portal (Classes & Workshops) in non-logged in mode.

2. Browse course list and click on section names for details.

3. Add course to your Shopping Cart.

4. When done, view the cart and checkout.

• Checkout as guest -> fill out form, creates an applicant in imPowr, logs request in the Registration Administration page.
• Checkout by logging in using your PIN -> logs request, associated with your imPowr account.

More Advanced Public Scenario

1. Launch portal in non-logged in mode.

2. Go to view cart (empty) and log in using your PIN.

3. Browse course list and click on section names for details.

• Now that you are logged in, you have access to your history of past experience with the course, etc.

4. When done, view the cart and checkout.

• Since you are already logged in, checkout is a single click.

Private User scenario

1. Launch portal in logged in mode.

2. Browse course list and click on section names for details.

• Since you are logged in, you have access to your history of past experience with the course, etc.

3. When done, view the cart and checkout.

• Since you are already logged in, checkout is a single click.

Course Section selection

• Click the course section for details.
• Duplicates are ignored when adding to cart.
• A class full indicator shows – but it only applies to approved requests. We currently cannot hold a spot in the class, so it is possible a class was available when requested – but once other requests are approved the slot is no longer available. .

Checkout

At checkout, a user can...

• login and proceed as an existing imPowr account
• submit requests as a guest.
  • When proceeding as guest the user gets a data entry form and an applicant record is created. Course Requests are logged against that applicant, in the Registration Administration page.

Request Management

• Course Requests go to Registration Administration
• From there you can go into individual requests or update the requests in bulk.
• Applicants will auto convert into accounts when their requests are approved, or you can convert them manually ahead of time on the applicant list screen.
• Request status.
  • When a request is approved, the person is enrolled into the class.
  • When a request is rejected, we mark it as rejected but there is no built in notification to the requestor. Currently, that must be done manually.
• Users can export the list of requests, using the export icon on the blue bar.

Registration Portal Configuation:

Course list

• Text blocks are configurable.
• Shopping Cart-based design.
• Login helpful but not required.
• Two calendar modes.
• Scholarship information is optional.
• Displayed courses must be active and open to enrollment.
• Pricing is by course, but can be overridden for a specific section.
• A trick: go to the empty cart and log in to get the benefit of being a logged in user.

Portal Setup

• The Classic Mode is how most existing customers use the Registration Portal at this time. Most settings are ignored in classic mode. (This method will be phased out over time.)
• Version 2 is the new method.
  • A typical setup for Version 2 is shown below. Once a customer uploads a calendar, the external calendar will be available via a link.

Testing

If you want to log in as a Test Client:

1. Create a Fake Client account.
2. Enter the following:
   • Firstname
   • Lastname
   • ZIP code
   • PIN – use the MRN field in the Medical Panel to store the PIN.
3. On the shopping cart screen click Login and enter the required information.