This guide will show you how to amend your de-registration settings so that students/parents can request to de-register from courses.
Setting up De-registration texts and conditions (Settings > De-registration)
Before you allow your parents/students to de-register from lessons or ensembles, you first need to complete the tabs under this section.
De-registration
- You must select the first tick box to allow students to de-register via SpeedAdmin.
- Decide whether you want your students to accept your T&Cs for de-registration.
- Edit and save the de-registration email template that will be sent to students once they have submitted their request.
- Select ‘Save’ to finish:
Questions upon de-registration
Enter the questions you would like your students to complete as part of the de-registration process:
- Enter the question text in the empty field name.
- Select the field type – if selecting dropdown, remember to add the dropdown options!
- Enter a number to order the questions.
- Confirm whether or not the question is a required field.
- Select ‘Insert’ to save.
- Repeat as needed for all questions:
Conditions text
- Enter your conditions for de-registration and select ‘Save’ to finish:
Creating de-registration reasons (Settings > De-registration reason)
When de-registering, your student must select a reason for doing so. These are the same reasons/causes you will use when manually discontinuing a student from a lesson or ensemble. These should be fairly broad to minimise the number of different options – you can add a comment if discontinuing manually, and students/parents will add more information via your de-registration questions.
- Enter the de-registration reason in the empty text field.
- Select the tick box to make the reason active.
- Add a number to order the reasons.
- Select ‘Insert’ to save.
- Repeat as required for all de-registration reasons:
Allowing students to de-register (Settings > Menu > Students)
If you have not already done so, you will need to add the ‘Studentfunctions’ menu item to your student menu:
Your parents/students are now able to de-register from their lessons and ensembles.
Parents/Students de-registering (Log-in as guardian)
We always recommend logging in as a test student to work through a new process and to check rights.
Your parents/students will now have the ‘De-register’ menu item visible. Select this to begin the process as a parent:
- If required, select ‘Please accept discontinue conditions’.
- Select the active course or waiting list course you wish to de-register from.
- Answer the de-registration questions – any required ones must be completed before you can send the de-registration request.
- Select ‘Send de-registration notice’ to save and notify your service:
Parents will then be notified on screen that their de-registration request has been received, and an email will be sent to their registered email address using the template you edited earlier:
You have now finished the process from the parent/student point of view.
Monitoring and processing de-registration requests (Menu bar > In-tray > Students who wish to register)
- Select the student you wish to de-register and expand the dropdown arrow:
- Select the course(s) to de-register.
- Enter the date of discontinuation, de-registration reason and add a comment if needed. For the date of discontinuation, we would recommend selecting the Sunday of their final teaching week.
- Select the relevant option depending on what should happen to the charges (usually option 1 or 2).
- Select ‘Discontinue selected courses’
- Change the status to ‘Closed’ when finished:
The student has now been de-registered and their request has moved to the ‘Closed’ tab:
The de-registration will also now be visible on the student’s profile page under the Lessons, Ensembles or Waiting list tab(s):