Staff enroll
DLOW-408 ↗
Assisted enroll and pay
On a phone call: find the learner, hold a seat, take payment or let them pay online.
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11 items
Staff-assisted enrollment
Enrollment Admin phone workflows — assisted enroll, call drop, same-price transfer (specs 068–070). Separate from catalog Program Manager scripts (WF-01–06).
On a phone call: find the learner, hold a seat, take payment or let them pay online.
On a phone call: drop an enrollment, release the seat, and show refund when owed.
On a phone call: move the learner to another same-price section and swap seats.
Student Portal UAT
Self-pay path on sp-dev.fly.dev — learner, enrollment admin, and business office personas. Separate collab sessions from catalog Business UAT.
Register, verify email, complete the Paralegal application, and pay the $40 fee with a card.
Staff review the application, record transcript, accept, schedule welcome call, and send acceptance email.
Self-pay happy path for the enrollment chain. Original SP-02 remains available with full funding-type scenarios.
Actionable setup and split steps for confirm payer. Original SP-04 remains available with prior collab history.
Updated script with prerequisites and clearer steps. Original SP-05 remains available with prior collab history.
Step 0 gate and split steps for add, refuse, and remove. Original SP-06 remains available with prior collab history.
Review vs payment clarified; add/remove on Select Sections; staff steps for multi-line and zero price.
Decline-before-success order, Step 0 gate, and staff checkout link. Original SP-08 remains available.
Staff and learner enrollment views after SP-08 payment; payment metadata for 1098-T.
QA Tools seed step and split checks for fee statuses on learner and staff views.
QA Tools seed and split drop scenarios on seeded learner accounts.
Refund Calc pipeline entry and tier table for expected amounts.
Split approve, override validation, and override-with-reason steps.
Refunds queue seed, process steps, and duplicate-refund check.
Graduation fee seed, checkout UX, and staff link on SP15-ELIGIBLE.
Confirm and refuse paths on seeded pipeline applications.
Complete vs unfinished certificate learners; admin confirm flow.
Split CSV verification steps for Business Office tax file produce.
Archive
Superseded by Updated walkthroughs — collab history and comments preserved. Direct links still work.
Prior script — collab history preserved. Use SP-02 (Updated) for new testing.
Prior script — collab history preserved. Use SP-04 (Updated) for new testing.
Prior script — collab history preserved. Use SP-05 (Updated) for new testing.
Prior script — collab history preserved. Use SP-06 (Updated) for new testing.
Prior script — collab history preserved. Use SP-07 (Updated) for new testing.
Prior script — collab history preserved. Use SP-08 (Updated) for new testing.
Prior script — collab history preserved. Use SP-09 (Updated) for new testing.
Prior script — collab history preserved. Use SP-10 (Updated) for new testing.
Prior script — collab history preserved. Use SP-11 (Updated) for new testing.
Prior script — collab history preserved. Use SP-12 (Updated) for new testing.
Prior script — collab history preserved. Use SP-13 (Updated) for new testing.
Prior script — collab history preserved. Use SP-14 (Updated) for new testing.
Prior script — collab history preserved. Use SP-15 (Updated) for new testing.
Prior script — collab history preserved. Use SP-16 (Updated) for new testing.
Prior script — collab history preserved. Use SP-17 (Updated) for new testing.
Prior script — collab history preserved. Use SP-18 (Updated) for new testing.
Business UAT
Admin Spec–aligned jobs for Program Managers — simple “done when” checklists, not technical pass/fail QA.
Walk through creating a new certificate program from a fresh course through publish.
Update the sample Paralegal certificate and publish a new version with the learner warning.
Add a new draft class section under Legal Research & Writing with dates, price, and schedule.
Set enrollment dates and publish a draft section so learners can sign up.
Create a new course with price and defaults, then mark it ready for scheduling sections.
Edit the Paralegal Legal Research & Writing course, check sections still look right, optionally duplicate.
Internal QA
Progress updates live from team check-offs — each Pass/Fail row counts as one item. Click to expand.
Comprehensive Walkthrough
Comprehensive Walkthrough
Updated UAT
Comprehensive Walkthrough
Collab features
Every walkthrough page includes the same collab tooling — no setup required per session.
Check off each step with your name and timestamp. State syncs across all open sessions.
Attach screenshots to any part of the walkthrough. Stored in R2 and visible to the whole team.
Leave notes on specific parts. Edit or delete your own comments; see what others flagged.