Method to Generate and Confirm Registrations

Most Applicable Method to Generate Registration

Who Confirmed Registration/Course Started

Method Received Confirmation

Notes

1.     Registered client with written consent from client

·       CN Staff

·        CN Staff Registered Client via Consent

·       Has a Registration Process = Yes

·       You actually registered the client

2.     Study options presented AND confirmed client registered/started

·       Client

·       Referral Partner/Company Contact

·       Institution

Confirmation of Registration Received:

·       via E-mail

·       via Social Media or Text Message

·       in Person

·       via Phone

·       Virtually

·       via Shared File

·       Confirmed registered only for courses with Has a Registration Process = Yes; otherwise must confirm course started or completed

·       Use email templates for confirmations to ensure accuracy

3.      Client Pre-Identified Program/Course – Assisted with the registration process, application or financial aid process AND confirmed client registered/started**

 

**only use this method if you HAVE NOT presented study options and the only thing you did is assist the client with the process

 

Last modified: Tuesday, 1 April 2025, 1:43 PM