# data[].attributes.headline
Recieves New Program Alert from Salesforce.

# data[].attributes.subject
Recieves New Program Alert from Salesforce.

# data[].attributes.headline
Responsible to hide non client fields immediately after program alert.

# data[].attributes.subject
Responsible to hide non client fields immediately after program alert.

# data[].attributes.headline
Verifies Group Profile is completed and attached in Salesforce two Fridays before program. Reviewed at program meeting.

# data[].attributes.subject
Verifies Group Profile is completed and attached in Salesforce two Fridays before program. Reviewed at program meeting.

# data[].attributes.body
If GP doesn't attach to course due to incorrect course ID, Admissions makes the fix to have it attach properly.

E-mails client with personal reminder if past due

# data[].attributes.headline
Contacts Sales if POC does not respond to prompts from Admissions for Group Profile or Roster.

# data[].attributes.subject
Contacts Sales if POC does not respond to prompts from Admissions for Group Profile or Roster.

# data[].attributes.body
Sales makes direct request with copy to Admissions.

# data[].attributes.body
Auto attached in NOTES and ATTACHMENTS section on course at least 2 Fridays before program date.

# data[].attributes.headline
Distributes welcome info and two sided med/liability forms and SOU to all participants  and collects signed med/liability form from all participants prior to program date.

# data[].attributes.subject
Distributes welcome info and two sided med/liability forms and SOU to all participants  and collects signed med/liability form from all participants prior to program date.

# data[].attributes.body
(If your clients will have greater success with having these hard copy vs. relying on them to print them, deliver hard copies.

# data[].attributes.headline
Initiate program day w/ authorized signer and if the same person, POC.

# data[].attributes.subject
Initiate program day w/ authorized signer and if the same person, POC.

# data[].attributes.headline
Completes Group Profile online through formstack using COURSE code no later than 2 Fridays before program.

# data[].attributes.subject
Completes Group Profile online through formstack using COURSE code no later than 2 Fridays before program.

# data[].attributes.headline
Completes roster URL online using Google link no later than 1 Friday a wee before the program.

# data[].attributes.subject
Completes roster URL online using Google link no later than 1 Friday a wee before the program.

# data[].attributes.headline
Coordinates on time arrival for program and ensures they bring a signed med/liability form for every participant.

# data[].attributes.subject
Coordinates on time arrival for program and ensures they bring a signed med/liability form for every participant.

# data[].attributes.body
Bonus Points for Alphabetizing the forms by student name
Students without a form...CAN NOT PARTICIPATE AND SHOULD NOT ATTEND

# data[].attributes.headline
Create Insight OPPORTUNITY and if program date is 95%+ confirmed create COURSE in COMMITTED stage.

# data[].attributes.subject
Create Insight OPPORTUNITY and if program date is 95%+ confirmed create COURSE in COMMITTED stage.

# data[].attributes.headline
Discuss timelines and responsibilities with POC:

# data[].attributes.subject
Discuss timelines and responsibilities with POC:

# data[].attributes.body
1.Distribute information and forms
2. Complete Group Profile-2 Fridays two week before program
3. Complete Roster-1 Friday a week before program
4. Arrive on time with students and all SIGNED student med form/liability. (SOU also required in COVID times)
5. Students should not come to the program if they do not have their completed and signed med/liability form, and SOU. They can not participate in any fashion without these documents.

# data[].attributes.body
1. Sales provides client with hard copies of one sheeter and two sided med/liability form.
2. If this is not done, Sales needs to clarify client responsibility to print and distribute to participants.

# data[].attributes.headline
Automate! To initiate, move COURSE stage to BOOKED only after the following field are completed USE THE AUTOMATION VALIDATION report in SF to verify :

# data[].attributes.subject
Automate! To initiate, move COURSE stage to BOOKED only after the following field are completed USE THE AUTOMATION VALIDATION report in SF to verify :

# data[].attributes.body
Partner Contact
Authorized Signer
Age Ranges
Start Date
Course End Date
Course Start Time
Course End Time
Program Line
Course Location
Contracted # of students
Roster Due Date
Group Profile Due Date
Medical Forms Due Date
Liability Form Release Due Date
Created By

# data[].attributes.headline
Plans program day based on contacted # of students and group profile. 

# data[].attributes.subject
Plans program day based on contacted # of students and group profile. 

# data[].attributes.headline
The week before the program the PM for the day contacts the POC for a customer service check in.

# data[].attributes.subject
The week before the program the PM for the day contacts the POC for a customer service check in.

# data[].attributes.headline
Verifies Roster is completed 1 Friday a week before program. Reviewed at program meeting.

# data[].attributes.subject
Verifies Roster is completed 1 Friday a week before program. Reviewed at program meeting.

# data[].attributes.body
E-mails client with personal reminder if past due.

# data[].attributes.body
Can be accessed from COURSE page in SF and should be completed by group the Friday before the program.

# data[].attributes.headline
Accesses Roster online or makes printed copy. This is program's choice.

# data[].attributes.subject
Accesses Roster online or makes printed copy. This is program's choice.

# data[].attributes.body
Makes edits to roster to reflect true attendance.
Responsible for finalizing roster online.

# data[].attributes.headline
Reviews Med/Liability Forms morning of program and alerts facilitators of any need to know participant information.

# data[].attributes.subject
Reviews Med/Liability Forms morning of program and alerts facilitators of any need to know participant information.

# data[].attributes.headline
Course is moved to BOOKED stage>automation begins

# data[].attributes.subject
Course is moved to BOOKED stage>automation begins

# data[].attributes.headline
Authorized signer receives e-mail with date, POC reference and an invoice heads up.

# data[].attributes.subject
Authorized signer receives e-mail with date, POC reference and an invoice heads up.

# data[].attributes.body
No invoice mention for PYC

# data[].attributes.headline
1st Welcome e-mail to POC with program line appropriate

# data[].attributes.subject
1st Welcome e-mail to POC with program line appropriate

# data[].attributes.body
Welcome letters
Med Form/Liability Form
Lunch Suggestions (not for PYC)

# data[].attributes.body
Restates deadlines for:
Group profile
Roster
Reminder for forms-references 1st e-mail where all forms were attached
what happens for programs booked less than 30 days out? Only get reminders set up for inside that time frame.

# data[].attributes.body
POC completes group profile at least two Fridays before program in formstack using link and course code from auto letters and once complete:
1. Admissions and Avi get an e-mail that Group Profile is in Notes and Attachments.
2. If course code is neglected admissions gets an e-mail "record ID is incorrect" and admissions has responsibility to fix it formstack so it does attach properly.

# data[].attributes.headline
Completes Course Report and Basic Course Data with SPS

# data[].attributes.subject
Completes Course Report and Basic Course Data with SPS

# data[].attributes.body
Accountable for Completing Roster Data with full participant information and 2nd and final upload of roster. Programs should be no more than 30 days out from timely data entry of full program data.

# data[].attributes.headline
Contacts POC if Day Program team indicated Group Profile or Roster support is needed.

# data[].attributes.subject
Contacts POC if Day Program team indicated Group Profile or Roster support is needed.