Opportunity Statuses
Cases
Documents
Post Approval
L2R and R2A
100

The Enrollment Owner is...

Who is the 1st person to speak with the LG?

100

If you need to add or remove a document from a Parent Portal Account, you would...

What is create a DP (Document Processing) case?

100

Birth Certificate (BC) can be used to confirm what two requirements in some cases?

What is Proof of Age (POA) & Proof of Guardianship (POG)?

100

If a family has been approved to enroll, and has questions about how to set up their computer equipment, who can assist them?

What is CCTS?

100

The two lines of business handled by Enrollment Representatives...

What is L2R (Lead to Receive) & R2A (Receive to Approve)?

200

When an application has been submitted but the LG has NOT YET completed the admissions questions the Opp status is...

What is Application Received?

200

This kind of case must be submitted for a family experiencing inadequate housing, during enrollment.

What is the MKV (McKinney Vento) case - RS?

200

Families can see rejection reason's for documents within their...

What is the Enrollment Portal (AKA Parent Portal)?

200

The __ Form is used to determine loaner computer eligibility. 

What is the Family Income Form?

200

We DO NOT need to make ___ calls while on the Auto dialer. 

What is Outbound calls? 

300

When an LG get's to the document section of their application but has NOT submitted any docs yet, the status is...

What is Enrollment Received? 

300

We must create a ___ before we can close out a case. 

What is a case comment? 

300

The document types are as follows:

What is Required to Stay, Required to Start, & Additional Requested?

300

To withdraw, a family needs to contact ___. 

What is CCTS (Customer Care Team)?

300

This resource has information such as the differentiator chart, determination chart, school specifics and Start dates/Deadlines. 

What is the KB? 

400

When an LG has begun submitting documents but has not completed them, their Opp status is...

What is Compliancy Started?

400

We must check the ___ box to inform other's of a case update, when leaving a case comment. 

What is Public?
400

If a document has been rejected you are required to...

What is share the rejection reason with the family?

400

Families can find the "Getting Started Checklist", and videos to help families feel ready for school on the __ website. 

What is Strong Start?

400

We must verify the LG for every call on an ___. 

What is an Opportunity?

500

When ALL Required to Start (R2Start) docs have been approved, and the family is waiting on final approval the status is...

What is Enrollment Sufficient?

500

The only case type that requires a template is the __. 

What is an Enrollment Changes case?

500

Emails and Fax numbers for document submissions can be found on the ___. 

What is the School Product Page?

500

The School Administration's phone number can be found in the ____. 

What is the School Specifics Article?

500

When pulling Leads OR Opportunities from a List View we must first ___ the List View. 

What is Refresh?

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