Online Registrations (SafetyNET)

The process of bringing online registrations into CABA from SafetyNET; which includes creating invoices within the system and adding the registrants to a course.

 

The SafetyNET Registrations Tab will display any students which have not been loaded into CABA.

To load a student, click the LOAD Button

You will be presented with some basic information about the course and the option to proceed (OK) or not (STOP)

Clicking OK will do one of two things

1) If the registration is designated as a "student" ( vs Company) on the online registration record, then the system will automatically process it via the 3M house account

or

3)  If the registration is designated as a "company" then it will display the full registrant details as well as show any existing company which has the same postal/zip code

From here you have 3 options

  1. Select an existing company
  2. Create a new company (if no company currently exists in CABA)
  3. Use the 3M house account

Option 1- Select an existing company

Click the Select This Company/Site button

This will take you to the Select Site/Address/Contact screen

Note: Because this is an online registration, and no shipping is required, no shipping details are required either, just the Sold To and Billing info.

You will need to ensure the billing address is verified

Click the Continue Button

From here the system will create the invoice, apply payments/promo codes and add the student to the course. ( this may take a minute or two)

You will then be prompted to send an email with course informations and a Map URL(link)

Click No Thanks

You should end up on the invoice screen

(currently working on the email routine!)

Option 2- Create a New Company

When there is no company match and you are sure a new company needs to be created, click the Add this as a New Company button

You are asked ot confirm that you do indeed want to create a new company, if you do, click the Yes, Please button

A new company record is created along with an address and contact record.

If any of the labels appear in red, these MUST be filled out completed before proceeding.

You will ALWAYS need to specify the Company type, for most Companies this will be set to "customer"

If needed you may use the Edit/Add Site address Contact Records to edit the address or contact data

After all the required fields are filled out click the Continue/Return to Previous Window Button

Your new company should now appear in the Company Site list for you to choose

You would then proceed as you did with Option 1

Option 3 Use the 3m House Account

The 3M house account is used when creating a new company is not necessary/required and you sim ply need to record the invoice and add the  student into the course

Possible Error

If there was a problem with Tax/or total amount you may see this error,

let John or Stephen know- we'll need to update the Prov for the tax rate

From here the system will create the invoice, apply payments/promo codes and add the student to the course. ( this may take a minute or two)

You will see a small "processing" window during this time

You will then be prompted to send an email with course informations and a Map URL(link)

Click No Thanks

You should end up on the invoice screen

(currently working on the email routine!)