Conducting Work in the Workspace - How To: Workflow Actions: Step 1 of 7

Update a Registration for a Client

1. Select the Registrations Menu
2. Search to locate the right client
3. Select the View Details button to access the Registration Details view
4. In the Available Forms list, select the pencil to edit the client’s registration with updated information
5. Select the Back button to return to the Registrations list view
6. Select the checkbox by the client record
7. From the Workflow Action dropdown choose Registration Rejected -> Fee Agreement Required
8. Select the Transition Workflow button to change the Registration Status to Fee Agreement Required