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Osher Activity Steps

2/17/2023

Course Registration: Student Search

  1. Navigate to search function.

  2. Turn off streamlined view to use keywords in search function.

Course Registration: Family Login

  1. Search for courses

  2. Add courses to cart

  3. Create family account

    1. Create initial member and then add other members from the family portal page (manage members)

    2. Individual accounts can be added to a family account.

  4. Add members to family account by accessing manage members in the family account portal and inputting required information for each.

  5. To invite an existing member, send an invite to email address that they can accept.

  6. Proceed to cart and click checkout button.

  7. Input required fields for checkout and click continue checkout.

    1. Purchase complete

Course Registration: Student Roster staff view

  1. Search for class and access section

  2. Select class list from courses navigation bar

  3. Select class list

  4. Select tools radial button and download attendance sheet.

Course Registration: Student Roster Instructor view

  1. Login to public view as instructor

  2. Access courses from nav bar in instructor portal

  3. Select class list to view course roster.

2/21/2023

Payment Processing:

Register and Pay in the staff view:

  1. Login to d1 staff view

Instructor Management:

  1. Login to instructor portal of public view

  2. Select class list

  3. Select options to print attendance sheet, email students, etc.

    1. Files can be attached to d1 emails.

  4. Check in staff view by selecting curriculum manager.

  5. Select appropriate instructor, select communications and view all messages.

Membership Info:

  1. Login to d1 staff view and select enrollment manager

  2. Search for a student and select them.

  3. System defaults to rapid. Select profile to change to full information.

    1. Membership in Osher will be listed.

      1. Should include student ID number.

  4. Membership can also be viewed in the student portal under profile.

Add Instructor to Course:

  1. Login to d1 staff view

  2. create instructor

  3. Create instructor contract

2/27/2023

To view all Osher enrollments, a report will need to be pulled in d1.

3/2/2023

Send email from system:

  1. Login to d1 staff view.

  2. Select curriculum manager from top nav bar.

    1. Select instructor option and search for specific instructor.

  3. Select courses from top nav bar.

    1. Select class list from course options drop down menu.

  4. Shows communications sent to students by instructor in the system.

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