Confirmation by Email

    This scenario applies when the company “contact or provider (institution)" has confirmed by email the number of registrations for a company’s clients, employees, or volunteers, who have either registered in or started the course(s), including if the email contains a file with the details of the confirmation. If confirmation is through a shared file or includes a link to a shared file (e.g. Google Docs) that the client or provider (institution) updates directly, use Company Generated Registration Checklist – Confirmation by Shared File.

    Do not use for Centrally Confirmed Registrations – see Centrally Confirmed Registrations for instructions on how to enter Centrally Confirmed Registrations.  If the confirmation from the Company includes courses that are part of the centrally confirmed registration process, do not include those courses when adding registrations confirmed by the Company Contact.  Wait until you receive the data file from data collections.

    Refer to the “Registration Checklist” to determine the appropriate process. 

    Company registrations are added to the “Company” profile while all documentation confirming the registration is on the “Contact” profile associated with the company or provider (if the provider (institution) is confirming). The “Contact” must be listed as a “Contact” on the “Company” (or provider (institution)) profile. Refer to Client Profiles – Contact & Instructors Information if you need a refresher on how to add a contact profile to a company. 

    This email from the contact must confirm the provider (institution), and the program (if applicable), and specify the number of registrations for each of the course(s). There is no need for contact to include names of clients, employees, or volunteers. Use the email templates provided in the CRM for confirmation.  

      • If the course has a registration process, the email must clearly state the number of clients, employees, or volunteers who have either registered in, started or completed each course. 
      • If the course does not have a registration process, the email must clearly state the number of clients, employees, or volunteers who have started or completed each course.   

    Registration Information

    Click to view the screenshot (Registration Information)

    Fields to Complete           

    Steps to Follow

    Supporting Territory
    • Enter your Territory or the name of the Territory the registration(s) belong to and select it from the search options.

    Was this Registration Generated?   
    • Select "Yes"

    Date Registration Confirmed
    • Enter the date the confirmation email was received. Use the appropriate Confirmation Email Template

    Registration Generated by
    • Enter your name or the name of the staff member who generated the registration and select it from the search options.

    Most Applicable Method to Generate Registration          
    • Select one of the following:
      • Study options presented AND confirmed client registered/started.
      • Client Pre-Identified Program/Course - Assisted with the registration process, application, or financial aid process AND confirmed client registered/started (only if you did not provide study options and ONLY assisted with the process).
    Client Confirmation Information 

    Click to view the screenshot: (Client Confirmation Information)

    Fields to Complete

    Steps to Follow

    Number of Company Registrations per Course
    • Enter the number of registrations per course.
    • If adding multiple registrations at once (multiple edits), enter the registration number for each course. If the registration numbers differ across courses, first enter the most common number across all courses. After saving, return to each course individually to update its specific registration count.
    For example, if there are four courses with three having 12 registrations and one with 10, initially enter 12 for all. Then, after saving, go back to the course with 10 registrations and adjust the entry accordingly.

    Who Confirmed Registration/Course Started   
    • Select "Referral Partner/Company Contact" if confirmed by Company Contact.
    • Select “Institution” if confirmed by the Provider.

      Contact Name 
      • Enter the name of the "Referral Partner/Company/Provider Contact" and select it from the search options.

      Method Received Confirmation
      • Select "Confirmation of Registration Received via Email.”

        Date and Time Confirmation Email Sent
        • Enter the exact date and time of the confirmation email received from the contact.
        Registration Specific Information

        Click to view the screenshot: (Registration Specific Information)

        Fields to Complete   

        Steps to Follow

        Registration Status      
        • Select the appropriate status from the drop-down menu:
          • Registered - Not Started
          • In Progress
          • Completed
          • Incomplete (etc.)

        Anticipated Course Start Date
        • If you know the date when the course is starting, enter the date.

        Delivered on CN Platform
        • If you're unsure whether it is delivered on one of CN's platforms select "No." 
        • If you know it is delivered on one of CN's platforms, select the appropriate platform from the drop-down menu. 
        • If you select "XR," a new field labelled "XR Application Used" will appear. Select the appropriate option from this new drop-down menu.

        CN Laptop
        • Leave as "No" (companies are not eligible for the CN technology loan program).

          CN Modem
          • Leave as "No" (companies are not eligible for the CN technology loan program).
            Registration Review

            Click to view the screenshot: (Registration Review)

            Fields to Complete

            Steps to Follow

            Confirmed Reviewed Registration
            • After confirming all data is correctly entered and documented, select "I confirm registration is valid and all information is documented in CRM."

            Review Confirmation Date      
            • Enter the current date and time.
            Study Path Intake Information

            These fields will auto-populate from the study path. Make any changes applicable to these particular registrations before saving.

            Last modified: Monday, 9 December 2024, 2:33 PM