Class Management

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Class Management

• October 5, 2007

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Which came firstthe Client or the Class?
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It dependson how you manage your workflow.
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So Lets just start with Clients.

• Prospects
• Applicants
• Class Members
• Administrators

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Prospects may one day apply or enroll in a class.

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Applicants have already applied to be accepted in
the program.
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Class Members are ready to enroll in an already
defined class.
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MGRKS Main Menu
Choose Client Info from the Main Menu To add
new client information.
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Add the new client according to your county
policies.
Note you must have A class defined to Directly
add a Class Member.
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Example Prospect
Always Save!
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MGRKS Main Menu
Choose the Data option.
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Data Menu
Choose Class Management
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Add a new class.
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Define your new class.
Give a meaningful name.
Class end date is a milestone The system uses to
determine When someone becomes a Class Member
drop out. You have 3 months from this date To
update your records.
Always save.
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Now you can assign Prospects and Applicants to
your new class.
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Clients must be in the system to assign them to a
class.
Highlight a name
Click the arrows to Move the name to The roster.
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Use the arrows to assign and unassign.
Save
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Now you can manage your roster.
You can assign more names.
Access or edit Client Info.
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But you MUST tell the system the Class Member
should be a MGVIT.
And Update!
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Queen Mary is now a MGVIT!
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But poor Julie will turn into a drop out!
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System Messages Remind You.