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Apply Online Webinar Part 2
Apply Online Webinar Part 2
This article is an index with timestamps for the topics covered in the following webinar:
Apply Online Webinar Part 2
1. Intro
a. If you have questions or suggestions, please send an email to
support@pcreducator.com
.
link
2. Custom
Attribute
dropdown example
link
a.
Ask
what term someone is applying for: Fall or Spring
link
b. Set up the attribute
link
c. Choose the
Attribute Category
link
d. Create the Lookup
link
e. Create the
Attribute
link
i. Allow Customer Text
link
f. Add the widget to the CMS page using a Wizard Box
link
i. Field options: “Use all but selected value” vs “Use only selected values”
link
g. Move the widget
link
3. Restrict widget and page visibility
link
a. Hiding a widget
i. Restrict “What program applying for” to lower school applicants
link
ii. Add a Filter to the widget.
link
iii. View page and the widget is hidden.
link
iv. Remove a Filter from the widget.
link
b. Hiding a page
i. Hide scholastic info page
link
ii. Add a Filter to the page
link
iii. View a different page and the page is hidden.
link
iv. Remove a Filter from the page.
link
4. Teacher Recommendations
link
a. Big picture - the parent requests a recommendation
link
i. Parent fills out teacher's contact information
link
ii. Teacher receives an email
link
iii. Teacher fills out recommendation
link
iv. Student recommendation is updated
link
v. Viewing the recommendation as an administrator
link
b. Setting up a recommendation
link
i. Setting up Email Templates for
Action
s.
link
- Specify the Recommendation url
link
ii. Setting up Inquiry
Action
Attribute
s
link
iii. Setting up the Recommendation
Action
link
a. Set the Applicant role
link
b. Who can request Recommendations and when?
link
c. Associate the
Action
with a Checklist
link
c. Setting up the recommendation form in CMS
link
i. Pages
a. Applicant Profile page, Teacher Recommendations request widget
link
b. Teacher Recommendation Request page
link
c. Recommendation Form page
link
d. Recommendation Submitted Thank You page
link
ii. Set up pages in reverse order - Thank you page
link
a. Finding the Recommendation pages
link
b. Recommendation Successfully Submitted page
link
c. Recommendation Form page setup
link
- Teacher Submit Recommendation widget
link
- Email on Submit property
link
- Thank You Page Location property
link
- Simple Recommendation Form property
link
d. Recommendation Request page
link
- Teacher Request Recommendation widget
link
- Navigate To property
link
e. Applicant Profile page
link
- Teacher Recommendations widget
link
d. Testing the Recommendation Form
link
5. Events
link
a. Set up an Events
Action
link
b. Link the
Action
to Checklists
link
c. Create Event Categories
link
i. Close Sign Up # Days before
link
ii. Is Comment Visible
link
iii. Max Attendees Per Family
link
iv.
Action
link
d. Create Events
link
i. Create Event Schedule
link
ii. Delete Event
link
e. Set up the CMS pages
link
i. Applicant Profile page, Events widget
link
ii. Event Calendar page
link
iii. Event Signup page
link
iv. Event Calendar page, Events Calendar widget setup
link
v. Event Signup page, Event Signup widget setup
link
f. Locating your event pages
link
See also
Attribute Category
Attribute
Contact
Action
Ask
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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sales@pcreducator.com
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