MANAGING YOUR ORGANIZATION

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In order to properly administer your Organization in ProClass it is important to understand the overall structure of the system.

Your organization can have one or more units in ProClass. Each user created in ProClass might have access to the entire organization, or to only one or more of the Units within the organization.

To edit Organization information  ProClass Training Videos

  1. In the administration menu, click Manage Organization.

    The Edit Organization page displays.

  2. If needed, click in the Name box to edit the name of your organization.

  3. In the # Days to Find Open Slot box, type the number of days out the system should search for available seats when registering a student for programs.

    • In the days in the past box type the number of days in the past the system should allow for scheduling Make-ups and for scheduling Intros and Transfers for recurring programs.

  4. In the Registration Fee Account Code box, type the account code you want to assign to registration fees.

  5. In the Fiscal Year boxes, select a beginning and ending month to indicate the fiscal year for your organization.

Each tab located at the bottom of the page allows you to manage specific areas of the ProClass system. Click the links below to find more information about each of the areas.

  • Terminology: This tab allows you to specify the terminology you want to use for students, programs and semesters.

  • Report Image: This tab allows you to include an organization specific image or logo to include on invoices and reports generated from ProClass.

  • Invoice: Allows you to set conclusion text for invoices.

  • Units: Allows you to edit unit information or add additional units.

  • Organization Roles: This area is used to define security rolls at the organizational level.

  • Unit Roles: This area is used to define security rolls at the unit level.

  • Users: Allows you to add and edit users.