3. No Registration Process

Steps to Follow – Individual Registration

Steps to Follow – Company Registration

Consent Forms

See Generating Recording and Documenting Registrations Policy for more detailed instructions on company and referral partner consent.

• If you are creating an account on behalf of a client, use SignNow consent “OPTION 5 - Consent to Create a Client Account”.

• If you are providing the client's information as part of a referral, use SignNow consent “OPTION 2 - Consent to Release Confidential Information”.

• If you are simply referring a client to a provider (institution) by emailing the provider (institution)  and copying the client, you do not need Consent to Release Confidential Information”. 

• If there is no account and the client registers themselves, no consent form is required.

See Generating Recording and Documenting Registrations Policy for more detailed instructions on company and referral partner consent.

• If you are creating an account on behalf of a company’s employees or volunteers or a referral partner’s clients, use the “Consent to Create Client Account - Company” or “Consent to Create Client Account – Referral Partner.”

• If there is no account and the client registers themselves, no consent form is required.

Confirmation

For each option below, the required details must include:

• That the client started or completed the course(s).
• A list of the courses, along with the provider and program (if applicable).

  3.  Confirmed via social media or text message

  4.  Confirmed verbally, during a virtual meeting or in-person discussion:

• Summarize the required details from the discussion in an email to the contact using email template:  !Confirmation to Client – Verbal/Visual Confirmation

• No need for the contact to respond

  5.  Shared File for third-party confirmation:

• Summarize the required details from the discussion in an email to the contact using email template: !Third-party from Shared File

• No need for the contact to respond.

For each option below, the required details must include:

• Names/number of individuals who started or completed each course.
• The course provider and program (if applicable).
• The date or date range covered by the confirmation

• Summarize the required details from the discussion in an email to the contact using email template: !Confirmation to Company – Verbal/Visual Confirmation

• No need for the contact to respond.

  5.  Shared File for Confirmation:

• Summarize the required details from the discussion in an email to the contact using email template: !Third-party from Shared File

• No need for the contact to respond.

Email Template

1.  !Confirmation from Student – WITHOUT a Registration Process
2. !Confirmation to Client – Verbal/Visual Confirmation
3.  !Third-party Confirmation – WITHOUT  Registration Process
4.  !Third-party from Shared File

1.  !Confirmation from Company – WITHOUT a Registration Process
2. !Confirmation to Company – Verbal/Visual Confirmation
3.  !Third-party from Shared File

Most Applicable Method to Generate Registration

• If study options were presented to the client:
• Select "Study options presented AND confirmed client registered/started"

• If study options were not presented to the client: 
• Select "Client Pre-Identified Program/Course – Assisted with the registration process, application, or financial aid process AND confirmed client registered/started"

• If study options were presented to the referral partner or company:
• Select "Study options presented AND confirmed client registered/started"

• If study options were not presented to the referral partner or company: 
• Select "Client Pre-Identified Program/Course – Assisted with the registration process, application, or financial aid process AND confirmed client registered/started"

Registration Check

Ensure the following has been completed:

• If the confirmation is received via email: 
• Enter the date/time of the confirmation email received from a client, referral partner/company or provider (institution) contact.
• If confirmation is from a contact, a new field will appear for Contact.  Look up and select the contact’s name from the list.

• If confirmed verbally, during a virtual meeting, in person or via shared file:
• Enter the date/time of the confirmation email sent to the client, referral partner/company or provider (institution) contact.

• If confirmation is from a contact, a new field will appear for Contact.  Look up and select the contact’s name from the list.

Ensure the following has been completed:

• If the confirmation is received via email: 
• Enter the date/time of the confirmation email received from a client, referral partner/company or provider (institution) contact.
• If confirmation is from a contact, a new field will appear for Contact.  Look up and select the contact’s name from the list.

• If confirmed verbally, during a virtual meeting, in person or via shared file:
• Enter the date/time of the confirmation email sent to the client, referral partner/company or provider (institution) contact.

• If confirmation is from a contact, a new field will appear for Contact.  Look up and select the contact’s name from the list. 

Registration Form/Examples

Scenario 2: Confirmed Client Registered/Started - Confirmation by Email

Scenario 3: Confirmed Client Registered/Started - Confirmation by Social Media

Scenario 4: Confirmed Client Registered/Started - Confirmation in Person, by Phone or Virtually

Confirmation by Email

Confirmation in Person, by Phone or Virtually

Confirmation by Social Media or Text Message

Confirmation by Shared File