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Invite-a-Parent-to-join-SmartCentral.md
... | ... | @@ -8,16 +8,11 @@ If the parent's details are already recorded in SmartCentral (as a minimum First |
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9 | 9 | **Onboarding Process** |
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11 | -{{{{{{ blue-modern |
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12 | - Staff->Parent: Create User Account |
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13 | - note right of Staff: SC creates pre-filled application with available details and emails welcome email |
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14 | - note right of Parent : Parent logs in to SC and completes application |
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15 | - Parent->Staff: Complete and submit application |
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16 | - note right of Staff : Staff reviews application |
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17 | - Staff->Parent : Approved |
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18 | - note right of Staff : SC creates or updates Parent , Child, Enrolment and Booking records |
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19 | - note right of Parent : SC notifies the parent their enrolment has been approved |
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20 | -}}}}}} |
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11 | +* Staff memeber clicks **Create UserAccount** button on the **Parents** list (bulk operation) or the **Parent Profile** (single operation) |
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12 | +* System creates the parent account and sends an email to the parent. This email contains the welcome message set up in the **Setup Org** screen. |
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13 | +* The system also pre-fills an application form based on the parent and child email details and attaches it to the parents profile so that they can check the details on file but dont have to retype everything only misssing or changed information |
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14 | +* SmartCentral will create an application form for each service that is open for applications |
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... | ... | @@ -25,4 +20,5 @@ Note: **SmartCentral** only needs a very minimum of information to start the pro |
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26 | 21 | #### Method 2 : No Parent Details in SmartCentral |
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28 | -Use your normal email client to email the link to apply online to your service. If you have your own website you can also place this link there with a message like **Click here to apply online**. |
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0 | +Use your normal email client to email the link to apply online to your service. If you have your own website you can also place this link there with a message like **Click here to apply online**. |
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