Policies

User-defined list of Cancellation and Refund Policies used in Course Sections.

Navigation

Main Menu > Selects > N-Z > Policies

Applies To:    Enterprise

Notes 

• Both options are available for organizations that maintain policies for both cancellation and refunds.  However, each can be used independently from the other.

• To enable, go to Branch Profile > Preferences:

  • Require Section Cancellation Policy:  If Yes, requires that every Course Section have a cancellation policy.

  • Require Section Refund Policy:  If Yes, requires that every Course Section have a refund policy.

• If enabled and a Course Section has a valid policy:

  • The generic Refund Policy (Branch Profile > Preferences) will be disabled and replaced with the value from this table.

  • The generic Refund Policy (Branch Profile > Preferences) no longer displays in the footer of the WebReg automatic confirmation email.
    
  • The Course Section Refund Policy will display with the course detail in the WebReg automatic confirmation email.

  • The Course Section Alternate Refund Policy is ignored.

• If enabled and a Course Section does not have a valid policy:
  • The generic Refund Policy (Branch Profile > Preferences) no longer displays in the footer of the WebReg automatic confirmation email.
    
  • The generic Refund Policy (Branch Profile > Preferences) will display with the course detail in the WebReg automatic confirmation email.

  • The Course Section Alternate Refund Policy is ignored.

• This setting affects the display in the following areas:

  • Admin Module email receipt

  • WebReg Module email confirmation

  • WebReg Module checkout complete page via popup option

Field Details 

• Name: The unique name for the policy. Required field.

• Type: Select if the policy is either a Cancel or Refund policy.

• Status: Select if the policy is active or inactive. Inactive policies will still always display in drop-down select lists.

• Policy Text:  The written text of the policy as a client would receive. The field supports HTML.