What is the Online Activity Window?
The Online Activity window is a list of notifications of activity from the Parent Portal.
There are notification types for the following parent portal events:
- New Registrations
- Drop &Transfer Requests
- New Account
- Autopay Updates
- Online Payments
To view the Online Activity window, go to the home page, and click View button under the Online Activity section next to Pending Class Enrollment Requests or use the new Portal Icon at the bottom of every page in iClassPro.
How do I use the new Online Activity window?
Below is an example of the window with the sorting options at the top The default filters are all Types of notifications with the 10 notifications per page sorted from oldest (at the top) to newest (at the end). Results can be filtered by type, pending or approved status, or whether or not there are notes with the enrollment.
Change the Type of activities, activities with Notes, or activities by Status for an easy way to process enrollment requests, review payments or new accounts, and more. TIP: To quickly view only online activity which requires approval, change the STATUS drop down to "Pending".
If there is more than one page of requests, the number of requests which display per page as well as the page number can be changed by typing in the white box in the upper right hand corner.
Using the Mass Approve, Email, and Dismiss buttons...
The Approve, E-mail, and Dismiss buttons all work by using the check boxes on the left side of the screen next to each notification. You can complete these three tasks (approve, e-mail, and dismiss) for multiple accounts at once by checking off multiple requests (or use the check all box)-- saving your staff time and effort! For more about each feature, read about them below.
For actions which require approval (filter these out by using the "Pending" Status), use the Approve button for all checked boxes to approve multiple requests at once!
We recommend viewing all the requests on a page before approving them this way. While you are in the individual request views, you can deny any requests you do not wish to approve. There is not a mass Deny button.
Actions which do not require approval will have an (x) Action for dismissal. You can also mass dismiss these actions (such as new account creations, payments, and autopay updates) by checking the boxes next to those activities and clicking the Dismiss button at the bottom of the window!
* NOTE: Items without a (x) Action Icon MUST be approved or denied. To prevent human error, they cannot be dismissed.
E-mail families from the new Online Activity window! This feature makes it easier to communicate with new customers who have just set up an account as well as existing customers who have made changes.
This email screen can be used to communicate with multiple families or with one family at a time. Just check the box next to the family(ies) which you wish to e-mail, click the E-mail button, and enter the subject and body of your email into the new window.
This email feature operates the same way as email blasts on other pages of iClassPro. You will see the number of selected families at the top of the window. When you are done entering the body of the email, click send.
NOTE: To customize the emails for each recipient, use the Email Variables help box to insert the correct variables in the email body.
Now it is easier to monitor parent portal activity in real-time! An iClassPro Portal icon has been added to the bottom of each page. Access these requests by clicking this icon from any page within iClassPro and it will open the Online Activity window.
When you receive new requests the Portal icon will light up in blue at the bottom of the page and display the number of nofications.
When you have processed all the activity, the icon will be grey-- as seen below.