In this lesson, you will learn how to store essential class information in the Class record, assign Policy Groups, and manage classes using features like adding, copying, editing, or archiving classes.
Lesson Outline
Select each link below to review the topics covered in this lesson. Each topic will open in a new browser tab, allowing for easy navigation throughout the lesson.
| Topic | Description |
|---|---|
| The Class Record |
Store vital information about your classes in the Class record.
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| Class Summary Tab - The Fields Explained |
Review the fields on the Class Summary tab to gain a deeper understanding of each class's key details.
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| Add Classes - Overview |
Use the Add Class modal to input most class details, including Policy Groups and registration and enrollment preferences.
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| Add a Class from the Classes Menu | Access the Add Class modal from the Classes Menu. |
| Add a Class from the Classic Weekly Class Calendar | Access the Add Class modal from the Classic Weekly Class Calendar. |
| Assign Policy Groups to Classes |
Assign Policy Groups to classes, using a Default Policy Group for all classes or adding specific groups for programs like summer camps, events, or competitions.
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| Work With All Classes - View, Search, and Take Action |
View key class information with data visuals and filters, and take action to add or copy a class, enroll students in classes, send messages, or archive classes.
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| Edit Multiple Classes at Once | Use the Edit Classes page to quickly edit multiple classes at once. |
| Copy a Single Class | Copy classes and select which information to include in the new class.
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| Copy Multiple Classes at Once | Use Copy Class Session to duplicate multiple classes from one session to another. |
| Delete a Class | Delete a class to permanently remove it from your organization's database, with no option for retrieval.
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| Class Sessions | Create Class Sessions to define time frames for reporting and enable automatic tuition posting during Online Registration.
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| Transition to a New Session of Classes | Transition classes from your current session to a new one. Manage both sessions at once and eventually archive the old session.
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| Archive Classes - An Overview | Archive a class or group of classes to preserve enrollment information.
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| Restore an Archived Class | Restore archived classes to their original status, including the class enrollment.
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Now it’s your turn! Put your knowledge to the test with these practice exercises.
End of Lesson Quiz
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