Difference between revisions of "AATB CTBS Application"

Latest revision as of 16:46, 6 May 2015

Editing Instructions on Application Pages

To change the instructions on any of the application pages, login and go to ADMIN HOME, then MANAGE CONTENT, then COPY. On the right side of the screen you will see a list of all site copy. Look for the ones with a name that begins with "CTBS" and click the paper/pencil icon to open the file that you want to modify:

CTBS Application Instruction Personal Information: Enter instructions in this copy box if you need to explain what to enter on the first page of the application.

CTBS Application Instruction File Upload - Letter of Verification: Enter instructions here on how to upload a Letter of Verification.

CTBS Application Instruction File Upload - Code of Conduct: Enter instructions here on how to upload Code of Conduct information.

CTBS Application Instruction Contact Information: Enter instructions in this copy box if you need to explain what to enter on the second page of the application.

CTBS Application Instruction Location: Enter instructions in this copy box regarding course locations.

CTBS Application Instruction Payment by Check: Enter instructions in this box for people paying by check.

CTBS Application Thank You: Enter text in this box to appear on the thank you screen above the payment and location information.

CTBS Application Instruction Payment: If you enter instructions in the copy box here they will appear on the page where the applicant enters payment information.

Make sure to click OK once you have entered the copy to save your changes.

Adding/Editing Exam Locations

To add or change available exam locations, login and go to ADMIN HOME, MANAGE ADD-ONS, AATB CTBS and click on CTBS EXAM LOCATIONS. On the right side of your screen you will see a list of all available exam locations. To modify a location, click on the paper/pencil icon next to it to open the record. Here you can change the location name, exam date, specify whether it is the primary location, exam price, and location information. If you click on the DISCOUNT CODES TAB, you can click on one of the available discount codes to apply it to that exam location.

If you want to add an additional location, simply click the ADD button when you see the list of current locations. This will open a new record where you can enter all relevant information as detailed above. To delete a certain lcoation, click the box next to the location name and click DELETE at the top of the screen.

Adding/Editing Exam Discount Codes

To add or change available discount codes, login and go to ADMIN HOME, MANAGE ADD-ONS, AATB CTBS and click on CTBS EXAM DISCOUNT CODES. On the right side of your screen you will see a list of all available discount codes. To modify a code, click on the paper/pencil icon next to it to open the record. Here you can change the discount name, discount type ($ off or % off), the amount of the discount and how many are available. If you click on the VALIDATION TAB you can specify which groups, if any, the code applies to.

If you want to add an additional code, simply click the ADD button when you see the list of current codes. This will open a new record where you can enter all relevant information as detailed above. To delete a certain code, click the box next to the code name and click DELETE at the top of the screen.

Accessing Individual Applications

To see the details of an exam application, login and go to ADMIN HOME, MANAGE ADD-ONS, AATB CTBS and click on CTBS APPLICATIONS. On the right side of your screen you will see a list of all people signed up for the exam. If you want to examine the details of a specific registration, click on the paper/pencil icon next to it. Each record specifies the name of the person who signed up for the exam, the member ID, the exam location, contact information and payment information.

Accessing the Exam Roster

To see a list of people signed up for the CTBS exam, login and go to ADMIN HOME, MANAGE ADD-ONS, AATB CTBS and click on CTBS EXAM ROSTER. On the right side of your screen you will see a list of all people signed up for the exam. If you want to examine a specific record, click on the paper/pencil icon next to it. Each record specifies the name of the person who signed up for the exam, the member ID and the exam location.

Editing System Emails

To change the system emails sent during the application process, login and go to ADMIN HOME, then MANAGE EMAIL, then SYSTEM EMAIL. On the right side of the screen you will see a list of all system emails available. Look for the ones with a name that begins with "CTBS" and click the paper/pencil icon to open the file that you want to modify:

CTBS Application Auto Responder Check: Put copy in here that you want to send to people who register and pay by check.

CTBS Application Auto Responder Credit Card: Put copy in here that you want to send to people who register and pay by credit card.

CTBS Application Notification: Put copy in here that you want to send to employees at your company to notify them that someone has registered for the CTBS exam.