Difference between revisions of "Registration Wizard"
| Line 6: | Line 6: | ||
=Start= | =Start= | ||
| − | [[Image:Splash.jpg|thumb| | + | [[Image:Splash.jpg|thumb|none]] |
Double-click the desktop icon to start the program. You should see this “splash screen”, followed shortly by the login screen. | Double-click the desktop icon to start the program. You should see this “splash screen”, followed shortly by the login screen. | ||
=Login= | =Login= | ||
| − | [[Image:Login.jpg|thumb| | + | [[Image:Login.jpg|thumb|none]] |
You should login to this using your regular CrossRoad userid and password (the userid is normally the same as your network id; the password is the one you use for CrossRoad). Click Login to go to the next window. | You should login to this using your regular CrossRoad userid and password (the userid is normally the same as your network id; the password is the one you use for CrossRoad). Click Login to go to the next window. | ||
=Set Year and Term= | =Set Year and Term= | ||
| − | [[Image:YearTerm.jpg|thumb| | + | [[Image:YearTerm.jpg|thumb|none]] |
You should specify the year and term for which we are doing confirmations. | You should specify the year and term for which we are doing confirmations. | ||
=Select Student= | =Select Student= | ||
| − | [[Image:SelectStudent.jpg|thumb| | + | [[Image:SelectStudent.jpg|thumb|none]] |
This window is the next one you should see. The list of students who are able to check in is displayed. If you click on this list and then type the student’s name it will jump down to it. If the student does not appear on the list, you can type the surname in the box at the bottom and click the “Missing?” Button to see why it is omitted. Once you have selected the student, click “Next.” | This window is the next one you should see. The list of students who are able to check in is displayed. If you click on this list and then type the student’s name it will jump down to it. If the student does not appear on the list, you can type the surname in the box at the bottom and click the “Missing?” Button to see why it is omitted. Once you have selected the student, click “Next.” | ||
=Comments= | =Comments= | ||
| − | [[Image:AlertWindow.jpg|thumb| | + | [[Image:AlertWindow.jpg|thumb|none]] |
You should now see two windows load. One contains “Alerts” and it is important that you read all of the alerts concerning a student. These may contain information about payments or loans that is important to your task. | You should now see two windows load. One contains “Alerts” and it is important that you read all of the alerts concerning a student. These may contain information about payments or loans that is important to your task. | ||
=Picture and Initial Payment= | =Picture and Initial Payment= | ||
| − | [[Image:InitialPayment.jpg|thumb| | + | [[Image:InitialPayment.jpg|thumb|none]] |
In this window you have at least one and possibly two tasks. First, if the student’s picture needs to be taken (you will be alerted to this and will see that there is no picture displayed) the “Take Picture” button will be enabled. Click it to launch the camera software to take the picture. Please be patient as sometimes the next prompt will appear prior to the camera software starting. | In this window you have at least one and possibly two tasks. First, if the student’s picture needs to be taken (you will be alerted to this and will see that there is no picture displayed) the “Take Picture” button will be enabled. Click it to launch the camera software to take the picture. Please be patient as sometimes the next prompt will appear prior to the camera software starting. | ||
You should see a screen similar to | You should see a screen similar to | ||
| − | + | [[Image:TakePicture.jpg|thumb|none]] | |
| − | |||
Click the “Take a Picture” button. You will then get another prompt asking if the picture is acceptable. If you can see their eyes and they are fully in the frame, with no background problems, it is acceptable. | Click the “Take a Picture” button. You will then get another prompt asking if the picture is acceptable. If you can see their eyes and they are fully in the frame, with no background problems, it is acceptable. | ||
| Line 42: | Line 41: | ||
=Courses= | =Courses= | ||
| − | + | [[Image:CourseList.jpg|thumb|none]] | |
This displays the courses in which the student is registered. You can’t make any changes at this point – there are a few more notes on this a little later. This does allow a quick confirmation of the student’s registration and gives you a way of answering the “did I get into X from the waitlist?” | This displays the courses in which the student is registered. You can’t make any changes at this point – there are a few more notes on this a little later. This does allow a quick confirmation of the student’s registration and gives you a way of answering the “did I get into X from the waitlist?” | ||
Click “Next” to begin the invoicing process. The first dialogue that is displayed is as follows. | Click “Next” to begin the invoicing process. The first dialogue that is displayed is as follows. | ||
| − | + | [[Image:Official.jpg|thumb|none]] | |
This question should be answered by clicking the “Official” button. | This question should be answered by clicking the “Official” button. | ||
| − | |||
| + | [[Image:AdditionalFees.jpg|thumb|none]] | ||
When the Fees window displays, you should review the entries. This is the moment to ask about whether the student wants a parking pass. To add this, scroll down the fees list to the Parking Pass, highlight it and click “Select.” Please do not change any other values, even if the student indicates that his or her residence or meal plans. There will be more on this later. Click “Done” to complete this window. | When the Fees window displays, you should review the entries. This is the moment to ask about whether the student wants a parking pass. To add this, scroll down the fees list to the Parking Pass, highlight it and click “Select.” Please do not change any other values, even if the student indicates that his or her residence or meal plans. There will be more on this later. Click “Done” to complete this window. | ||
| − | + | [[Image:PrinterControl.jpg|thumb|none]] | |
This window should display. Two important points are that this should be directed to the default printer, and that 2 copies should be selected. This will generate another dialogue. | This window should display. Two important points are that this should be directed to the default printer, and that 2 copies should be selected. This will generate another dialogue. | ||
| − | + | [[Image:Success.jpg|thumb|none]] | |
Once you have received the printout, choose “Yes.” If you do not receive the printout, please contact a supervisor in the room immediately. They should choose No, which should delete the invoice entries and restore the original balance. | Once you have received the printout, choose “Yes.” If you do not receive the printout, please contact a supervisor in the room immediately. They should choose No, which should delete the invoice entries and restore the original balance. | ||
=Final Payment Window= | =Final Payment Window= | ||
| − | + | [[Image:FinalPayment.jpg|thumb|none]] | |
This is probably the most complicated screen. You can add payment mechanisms by filling in the payment type, amount and follow-up date and click “Add.” To delete an entry, highlight the item in the list and click “Delete.” You may need to edit either the amount or the date; to do so double click the entry on the list to bring up the following window. | This is probably the most complicated screen. You can add payment mechanisms by filling in the payment type, amount and follow-up date and click “Add.” To delete an entry, highlight the item in the list and click “Delete.” You may need to edit either the amount or the date; to do so double click the entry on the list to bring up the following window. | ||
| − | + | [[Image:EditPayment.jpg|thumb|none]] | |
Note that there are some restrictions on the follow up date – the only one that you can change much is with payment arrangements. | Note that there are some restrictions on the follow up date – the only one that you can change much is with payment arrangements. | ||
Once you have added all the payment mechanisms, click “Finish.” If you have specified too little in payments, the following will appear. | Once you have added all the payment mechanisms, click “Finish.” If you have specified too little in payments, the following will appear. | ||
| − | + | [[Image:TooFewPayments.jpg|thumb|none]] | |
If you chose “payment arrangement” from the payment options, you should put in an entry for every payment under the agreement. Please see notes from Financial Services concerning payment arrangements. | If you chose “payment arrangement” from the payment options, you should put in an entry for every payment under the agreement. Please see notes from Financial Services concerning payment arrangements. | ||
If you have selected a loan as a payment, the following window will appear. | If you have selected a loan as a payment, the following window will appear. | ||
| − | + | [[Image:LoanDetail.jpg|thumb|none]] | |
| − | |||
Please complete the fields. Key fields are the loan amount (which is the total amount of the loan), the amount remitted (which must be less than or equal to the total amount of the loan) the disbursement date (which might be listed as a date on which the loan is payable), the Agency (e.g. Alberta Student Finance Board, BCSLP), Description (Canada Student Loan, Alberta Student Loan) and Code (ASL, CSL). For borrower ID please fill in something like a certificate number or other identifier from the loan document. The system will try to complete some of these fields for you, so you are filling in the blanks. | Please complete the fields. Key fields are the loan amount (which is the total amount of the loan), the amount remitted (which must be less than or equal to the total amount of the loan) the disbursement date (which might be listed as a date on which the loan is payable), the Agency (e.g. Alberta Student Finance Board, BCSLP), Description (Canada Student Loan, Alberta Student Loan) and Code (ASL, CSL). For borrower ID please fill in something like a certificate number or other identifier from the loan document. The system will try to complete some of these fields for you, so you are filling in the blanks. | ||
| Line 80: | Line 78: | ||
If you have specified at least as much as is owing, then you may see, if adding or dropping a course was specified, a message like this: | If you have specified at least as much as is owing, then you may see, if adding or dropping a course was specified, a message like this: | ||
| + | [[Image:AddDropReminder.jpg|thumb|none]] | ||
| − | |||
Note that all changes to a student’s account must happen in the Registry. If the student tells you that she or he will be dropping or adding a course, provide him or her with the add/drop form and ensure that he or she understands that this must happen in person in the Registry. Similarly, if they want to change Rez accommodations or their meal plan, hand them the change forms. Accommodation changes must be signed by the Rez Director, and both of these must be taken to the Registry for processing. | Note that all changes to a student’s account must happen in the Registry. If the student tells you that she or he will be dropping or adding a course, provide him or her with the add/drop form and ensure that he or she understands that this must happen in person in the Registry. Similarly, if they want to change Rez accommodations or their meal plan, hand them the change forms. Accommodation changes must be signed by the Rez Director, and both of these must be taken to the Registry for processing. | ||
You should pick up the report printed by this last step. To remind you, there is a little window like this. | You should pick up the report printed by this last step. To remind you, there is a little window like this. | ||
| − | + | [[Image:ReceiptReminder.jpg|thumb|none]] | |
| − | |||
If you chose “payment arrangement” as a payment type, there is an agreement form that is part of this that both you and the student must sign. Otherwise there is a single copy of the payment that the student may have as a receipt. Once you’ve clicked OK on the window above, you will be returned to the student selection window. | If you chose “payment arrangement” as a payment type, there is an agreement form that is part of this that both you and the student must sign. Otherwise there is a single copy of the payment that the student may have as a receipt. Once you’ve clicked OK on the window above, you will be returned to the student selection window. | ||
| − | |||
[[Category:Reference]] | [[Category:Reference]] | ||
[[Category:CrossRoad]] | [[Category:CrossRoad]] | ||
Latest revision as of 04:25, 3 January 2008
Registration Wizard
An Overview of the CrossRoad Registration Wizard
Contents
Start
Double-click the desktop icon to start the program. You should see this “splash screen”, followed shortly by the login screen.
Login
You should login to this using your regular CrossRoad userid and password (the userid is normally the same as your network id; the password is the one you use for CrossRoad). Click Login to go to the next window.
Set Year and Term
You should specify the year and term for which we are doing confirmations.
Select Student
This window is the next one you should see. The list of students who are able to check in is displayed. If you click on this list and then type the student’s name it will jump down to it. If the student does not appear on the list, you can type the surname in the box at the bottom and click the “Missing?” Button to see why it is omitted. Once you have selected the student, click “Next.”
Comments
You should now see two windows load. One contains “Alerts” and it is important that you read all of the alerts concerning a student. These may contain information about payments or loans that is important to your task.
Picture and Initial Payment
In this window you have at least one and possibly two tasks. First, if the student’s picture needs to be taken (you will be alerted to this and will see that there is no picture displayed) the “Take Picture” button will be enabled. Click it to launch the camera software to take the picture. Please be patient as sometimes the next prompt will appear prior to the camera software starting.
You should see a screen similar to
Click the “Take a Picture” button. You will then get another prompt asking if the picture is acceptable. If you can see their eyes and they are fully in the frame, with no background problems, it is acceptable.
The other task you have is to get some indication from the student how he or she will be paying. You must have at least one item entered prior to moving to the next screen. Select the payment method from the drop down list and choose “Add.” If you select something in error, then highlight it and choose “Remove.” Note that if we have already remitted from the student’s student loan, which is indicated in the alerts, you do not need to select it as a payment mechanism.
Even if the student will owe nothing, select one payment mechanism (cash is a good choice).
Clicking “Next” will take you to the next step.
Courses
This displays the courses in which the student is registered. You can’t make any changes at this point – there are a few more notes on this a little later. This does allow a quick confirmation of the student’s registration and gives you a way of answering the “did I get into X from the waitlist?”
Click “Next” to begin the invoicing process. The first dialogue that is displayed is as follows.
This question should be answered by clicking the “Official” button.
When the Fees window displays, you should review the entries. This is the moment to ask about whether the student wants a parking pass. To add this, scroll down the fees list to the Parking Pass, highlight it and click “Select.” Please do not change any other values, even if the student indicates that his or her residence or meal plans. There will be more on this later. Click “Done” to complete this window.
This window should display. Two important points are that this should be directed to the default printer, and that 2 copies should be selected. This will generate another dialogue.
Once you have received the printout, choose “Yes.” If you do not receive the printout, please contact a supervisor in the room immediately. They should choose No, which should delete the invoice entries and restore the original balance.
Final Payment Window
This is probably the most complicated screen. You can add payment mechanisms by filling in the payment type, amount and follow-up date and click “Add.” To delete an entry, highlight the item in the list and click “Delete.” You may need to edit either the amount or the date; to do so double click the entry on the list to bring up the following window.
Note that there are some restrictions on the follow up date – the only one that you can change much is with payment arrangements.
Once you have added all the payment mechanisms, click “Finish.” If you have specified too little in payments, the following will appear.
If you chose “payment arrangement” from the payment options, you should put in an entry for every payment under the agreement. Please see notes from Financial Services concerning payment arrangements.
If you have selected a loan as a payment, the following window will appear.
Please complete the fields. Key fields are the loan amount (which is the total amount of the loan), the amount remitted (which must be less than or equal to the total amount of the loan) the disbursement date (which might be listed as a date on which the loan is payable), the Agency (e.g. Alberta Student Finance Board, BCSLP), Description (Canada Student Loan, Alberta Student Loan) and Code (ASL, CSL). For borrower ID please fill in something like a certificate number or other identifier from the loan document. The system will try to complete some of these fields for you, so you are filling in the blanks.
If you have sold the student a Parking Pass, a comment window will open to allow you to put in the number of the pass. This is also your cue to remember to get the student information and actually give them the parking pass.
If you have specified at least as much as is owing, then you may see, if adding or dropping a course was specified, a message like this:
Note that all changes to a student’s account must happen in the Registry. If the student tells you that she or he will be dropping or adding a course, provide him or her with the add/drop form and ensure that he or she understands that this must happen in person in the Registry. Similarly, if they want to change Rez accommodations or their meal plan, hand them the change forms. Accommodation changes must be signed by the Rez Director, and both of these must be taken to the Registry for processing.
You should pick up the report printed by this last step. To remind you, there is a little window like this.
If you chose “payment arrangement” as a payment type, there is an agreement form that is part of this that both you and the student must sign. Otherwise there is a single copy of the payment that the student may have as a receipt. Once you’ve clicked OK on the window above, you will be returned to the student selection window.
