4. Method to Generate and Confirm Registrations
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