Implementation Check-In 2
Purpose:
In this call we will focus on group features, registration options, creating forms, and our robust approval workflows.
Audience:
Core Implementation Team, Student Leader/Ambassador(s), any users that manage the group registration process.
What to expect:
After you have reviewed all of the materials in the second stage of the Implementation Checklist, we will schedule a 45 minute call that will focus on your Groups and Registration processes. We will walk through how to create a Registration Approval Process complete with custom forms and approval workflow teams. With our robust and dynamic workflow functionality, you can ensure the correct people are part of the approval process for individual processes and forms. We will look at this from the administrative setup view as well as the student experience.
We want you to leave this call with a clear understanding of how to create and manage your approval processes.