XMS Help Center

Registrations

Modified: 04/24/2008 15:52 by WillemV - Categorized as: Registrations

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1 Creating Registrations

There are four ways to enter a registration:

  • Online Registrations: These are registrations that have been submitted online by students and are processed from the Pending Registrations List. A detailed explanation of this process can be found here.
  • Top Menu: From the Registrations item on the Top Menu one can initiate a registration for an existing Section and Student through the search functions.
  • Section Record: One can directly register an existing student from the section screen.
  • Student Record: One can directly register a student for an existing section from the student screen.

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1.1 The Top Menu

select Registrations → New Registration from the Top Menu. A modal window will appear that allows you to search for the section you want to add the registration to. After selecting the appropriate Section, a new modal window will appear that allows you to search for the student to register. After selecting the appropriate student, you'll be brought to the registration page. From this point on the process is the same as for registrations initiated from the Student record.

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1.2 Section Record

On the Section screen, click the Register Student button. A modal window will appear that allows you to search for the student to register. After selecting the appropriate student, you'll be brought to the registration page. From this point on the process is the same as for registrations initiated from the Student record.

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1.3 Student Record

On the Student screen, click the Register Student button. A modal window will appear that allows you to search for the section to register the student for. After selecting the appropriate section, you'll be brought to the registration page. On the registration page, add any additional information necessary, such as Check-in Remarks, Comments, Special Needs, etc. Then click the Save Changes button.

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Once the registration has been saved, several more button options appear allowing you to add Fees and Payments.

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2 Adding Fees and Payments to a Registration

After you have created a registration, you will be able to add Fees and Payments.

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Click the Manage Fees button in the Fees section in the bottom part of the registration record.

On the new screen, select all applicable Fees by clicking the Add button in the far right column.

When finished, click the Return to Registration button to return to the student’s registration screen.

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Click on the Add Payments button to add a new Payment to the registration. How to work with Payments is elaborated upon here.

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The registration will show you how much has been paid and what is owed in the Totals section.