Save For Later

A user can save their progress through the standard VETenrol registration process and then complete it at a later date.

In this article:



Registration Save in the VETenrol Admin

VETenrol Admin Configuration Card Award Verification Registration Save is a section of Standard Settings, which is accessed from the Configuration (VETenrol Admin Icon Config) page in the VETenrol Admin.

The section has two related features that allow users to save their registration progress and return to complete it at a later date.

VETenrol Admin Standard Settings Registration Save section


Save for Later

Save for Later enables students to return to the registration process at a later time (via an emailed link) while retaining their progress.

  • Enable Save for Later feature toggles the option to enable or disable the feature.
  • The Subject field allows you to specify a custom subject line for the email sent to users. A default subject line will be used if this field is blank.
  • The Body field controls the body text in the email. The default will be used if this is blank. Additionally, you can insert the default message for you to make alterations by clicking the Default button.
    Type plain text or html directly into the field. Alternatively, click VETenrol Admin Pencil icon to open the Editor, where text can be entered and formatted, then click Apply and the resulting html will be inserted into the field. Click Save to commit the changes.


Save for Support

Save for Support offers users a chance to request help from the training organisation. It is based on Save for Later, however it also ensures the organisation receives a message from the user containing their request.

The Save for Support feature requires Save for Later to be enabled.

  • Enable Save for Support feature toggles the option to enable or disable the feature.
  • The Support Message field controls the on-screen support message. The default will be used if this is blank. This field will remain disabled unless the feature is enabled.
    Type plain text or html directly into the field. Alternatively, click VETenrol Admin Pencil icon to open the Editor, where text can be entered and formatted, then click Apply and the resulting html will be inserted into the field. Click Save to commit the changes.



Student Interface (User Experience)

The Save for Later button is displayed at the bottom of the page during the registration process for users to activate the feature. The button for Save for Support is labelled Need Help? and also appears at the bottom of the page.

SaveForSupport1.png

NOTE: At least one optional registration step must be enabled for the buttons to display.


Using Save For Later/Save for Support

How it works (when enabled):

  • User clicks the Save for Later (or Need Help) button.

VETenrol Save for Later pop-up

Default Save For Later message, displayed when the user clicks the Save For Later button during the registration process.

VETenrol Save for Support pop-up

The Default Save For Support message is displayed when the user clicks the Need Help button during the registration process.

  • User clicks OK to proceed and the email is sent by VETenrol.
  • User closes their browser.

In the case of a Save for Support request:

  • RTO receives an email notification of a support request from the user.
  • RTO contacts the user to address their issue(s).

When the user is ready to resume their registration:

  • User opens their email program and views the message received.
  • The user clicks the return link.
  • The browser opens to the VETenrol site, showing the step where it was saved.
  • The user continues with their registration and may choose to Save for Later again.

 

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