PROED Work Session Notes (QA Test Steps)

2/28/2023 - Open Enrollment

Course data will be populated in canvas when option in check in course from the D1 staff view.

Corporate Enrollments:

1. Login to d1 staff view

2. Select enrollment manager and search for student

   1. Select group search

3. Register students using group account

4. Select group and search for class.

5. Register the group in class and proceed to checkout

6. Fill out payment fields as required to pay for all students at one time.

   1. Corporate login can be enabled to allow this to be done by entities on the public view.

7. Create invoice for group in the staff view.

8. Pay for invoice on the public view.

Bundles:

1. Logins to d1 staff view

2. Select curriculum manager

3. Select certificate and create new certificate

4. Fill in required fields as dictated by department and click save.

5. Select bundles from top nav bar and click create bundles

6. Fill in required fields and click save.

7. Search for bundle

3/1/2023 - Open Enrollment

Apply discount to a course:

1. Login to d1 staff view.

2. Select curriculum manager and search for specific course.

3. Enter course and select fees from top nav bar.

4. Select Flat fee option and fill in required fields

   1. Different GL accounts must be used to set up tuition and special fees. There is an option to make each of these discountable depending on department policy.

5. Select price adjustments and add necessary discounts.

   1. Click + button to add each discount required to the course.

6. Click save button.

   1. Fees for a course can’t be changed after a person has registered for the course.