Registration and Assignment Method | Viva Helix

Guide – Registration and Assignment Method for registration manager

Summary

This guide explains how to register for a course through the catalog or search tool, assign purchased seats to participants, and modify assignments if needed.

Step-by-step Instructions

1) Registration process

  1. Open the catalog or the course search tool.
  2. Select the desired course and click Register now (catalog) or Add to cart (search tool).
  3. Finalize the order using the cart steps.
  4. Choose the number of participants and click Next step.
  5. Confirm your order to complete the purchase.
  6. Your registrations will then appear in the My Purchases tab.

Note: If a registrar creates registrations for you, they will appear in each participant’s My Registrations tab, not in your purchases.

2) Assigning participants

  1. On the confirmation screen or in My Purchases, click Assign to a participant.
  2. Select an existing participant from the dropdown list or create a new participant (name + email).
  3. Always check for duplicates before creating a new participant record.

Assignment ensures the participant’s name appears on the attendance list and the certificate is issued correctly.

3) Editing assignments

  • Until the day before the course, you can replace an assigned participant.
  • Click Replace participant and assign the seat to a new person.

Tips

  • Designate a single registration manager within your organization.
  • Maintain a central file with usernames, passwords, and participant codes.
  • Complete assignments promptly to avoid missing participants before the session.
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