Program Rollover


 

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Program Rollover

Overview 

This article will show you how to allow Program Rollover.

Instructions

  1. Navigate to Activities > Program Rollover 
    activities_program_rollover.jpg
  2. Fill out Step 1: Select & Review Programs fields
    fill_out_program_fields.jpg
    • Locations: Select location of where the program being rolled over takes place
    • Programs: Search for the session you would like to set up a rollover for, or use the drop-downs below to find your desired activity and sessions to rollover
    • Instructor: Search and select session instructor
    • Session Admin: Search and select session administrator
    • Session Code: Input the session code
  3. Select the Get Selected Programs button
    select_get_selected_programs.jpg
  4. Fill out Step 2: Make Required Changes fields
    • Program Period: Select new program period(s) or keep existing period(s)
      select_new_program_period.jpg
    • Fees Change: Review affected programs for fees and make any fee changes
      select_fees_change.jpg
      • Note: You can select from the drop-down to decide to use either Total Fee or Per Session Fee.
        select_a_fee_type.jpg
    • Date Changes: Review and update any dates
      review_and_update_date_changes.jpg
      • Note: If using a program period this will be auto-filled.
    • Program Codes - Manual Update: Reset the program codes
      Screen_Shot_2017-11-21_at_2.16.47_PM.png
    • Program Codes - Mass Update: Allows you to update codes for many programs at once
      Screen_Shot_2017-11-21_at_2.17.05_PM.png
  5. Select Submit Rollover at the bottom of the page
    Screen_Shot_2017-11-21_at_2.17.26_PM.png



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