Policy Overview

The software is preconfigured with four policies: Registration Policy, Cancellation Policy, Waitlist Policy, & Privacy Policy.  When active & configured, links to these policies will appear on the public site when viewing a class that the policies are associated with.  In addition to the preconfigured policies, a user has the ability to create new policies.  Each policy can be configured as "Read Only", "Acceptance Required", or "Acceptance & Signature Required". An “Expiry Date” is required to indicate when the Policy expires.  After expiration, the participant will need to accept the policy again if it is attached to the class being registered for. When creating/editing the class catalog, a user can select to apply one or more policies to their classes, of which will then be incorporated into the registration process.

Policies are only displayed/prompted during the registration process on the public site.

• Related Articles

• Privacy Policy

  To satisfy the HIPAA security rule: 164.308(a)(1)(i), a Privacy Policy can be configured that requires acceptance by the public User.   

• Resend/Reprint Waitlist Details

  To reprint or resend waitlisted registration details, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Option”; then, click “View Order”. Click on the “Waitlist” ...

• Inactivate/Delete Policy

         To inactivate a policy, click on “Configuration” & select “Policy”; then, hover over the Action icon to the left of the policy, & select “Make Inactive.”          A Policy cannot be inactivated or deleted if it is associated with a Class. 

• Delete Waitlist Order

  To remove a participant from the waitlist, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Option”; then, click “View Order”. Click on the “Waitlist” tab. All ...

• Adding a Policy

  To add a new policy, click on "Configuration" & select "Policy"; then, click the "+" in the upper/right.  Select the "Type" of policy, & enter a name for the policy, as well as a description; then, click "Save".  You will return to the Policy listing ...