3.0 Activities


CivicRec
®

Program Rollover

Instructions

  1. Navigate to Activities > Program Rollover
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  2. Fill out Step 1: Select & Review Programs fields
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    • 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 Get Selected Programs button
    chrome_2017-11-27_09-12-29.png
  4. Fill out Step 2: Make Required Changes fields
    • Program Period: Select new program period(s) or keep existing period(s)
      chrome_2017-11-27_09-13-01.png
    • Fees Change: Review affected programs for fees and make any fee changes
      Screen_Shot_2017-11-21_at_2.15.55_PM.png
    • Date Changes: Review and update any dates
      Screen_Shot_2017-11-21_at_2.16.14_PM.png
      • 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
    Screen_Shot_2017-11-21_at_2.17.26_PM.png
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