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Reviewing Registration Form Submissions

Kathryn Johnson
Kathryn Johnson
  • Updated

Open the People Tab in your left-hand navigation menu.

SST_PeopleTab.png

Select Registration Management.

SST Reg Management.png

The Registration Management table lists all registration forms available for your District, Site Group, or Site, the form's effective Registration Period, the number of submitted applications, and the number of applications pending review.

Click the eye icon under the Actions column to view a list of applications.

Reg Form Eye Icon.png

Click the pencil icon next to the application you want to review. You can sort the columns by clicking the heading name or using the search bar to locate a specific application.

RegForm List Actions.png

Scroll through the student information to determine if the request should be Accepted, Denied, or Waitlisted.

Setting a Denied or Waitlisted Status

Select "Waitlisted" or "Denied" from the dropdown menu. If necessary, fill in any notes, and then click Save.

You must provide a reason in the notes field when denying or waitlisting a request.

RegForm Waitlisted or Denied.png

If the save is successful, you will see a green message confirming the changes.

RegForm Application Saved.png

Depending on the configuration for Parent Portal Workflows, the submitter may receive an email or a system notification informing them of their request's status. 

Please see this article to learn more about setting up Parent Portal Workflows.

Setting an Approved Status

Select "Approved" from the dropdown menu, then click Continue.

SST REGMGMT Application Status.png

This opens the Add Participant form. Complete all required fields plus any additional fields you have data for. 

Then click Next Step.

RegForm AddPart1.png

Potential Duplicate Participants

After saving this screen, the system analyzes the existing participant records for possible duplicates. It looks for matching First Names, Last Names, and Participant IDs. To prevent duplicates, it is important to verify that the correct Participant ID has been entered.

The Duplicate Participant process will trigger if all three fields (First Name, Last Name, and Participant ID) exactly match. Rather than creating a duplicate participant record, you will be prompted to add a new registration record for the existing participant using the Add Registration + button.

RegForm DupPart SameID.png

If two of the three fields match, it will still trigger the Duplicate Participants process. This time, you will have two options:

  1. You can add a new registration record for one of the potential matches by using the Add Registration + button next to their name. 
  2. If none of the potential matches listed is the correct participant, you can add a new record to the system using the Add New Participant button.
RegForm DupPart SimilarInfo.png

Adding a New Participant

RegFormsAdd Part Sections.png

If there is no similar participant record, navigate through all sections of the Add Participant form and fill out the required fields. Please read this article if you have additional questions about adding a new participant.

At the end of the form, click Save & Approve Application

 

RegForm SaveandApproveApp.png

 

If the save was successful, you will receive a green message confirming the creation of a new participant and the approval of their application.

RegFormPartCreated.png

Depending on the configuration for Parent Portal Workflows, the submitter may receive an email or a system notification informing them of their request's status. 

Please see this article to learn more about setting up Parent Portal Workflows.

 

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