1

Go to papdregistry.org 

2

Click Login in the top right corner.

Turquoise rectangular button with a white right-facing arrow icon followed by the text "Login" in white.

3

Enter your email address and password, then click Login. 

4

If you are entering an event for your organization, make sure you select your organization profile (purple box) from the drop down in the upper right hand by your name. 

5

Select Training Entry in the left-hand menu.

6

Click New Event. 

7

Select a Course. 

  • Enter the Course Title or Course ID. 
  • Click Search. 

8

Click Select next to the course you want to schedule. 

Training Event Entry

On this screen you will be able to toggle through each section (Course, Trainer & Sponsor, Assessments & Delivery, Event, Registration). You will also be able to toggle through the event by clicking on the edit icons on the left-hand side next to Event Trainers and Event Details. 

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Course Information

You will be able to review the course information on this page.  Click Continue. 

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Trainer & Sponsor Information

*Organizations— If scheduling under an Org Profile, Trainers must be “Confirmed” in order to publish this event.

  1. Trainer Entry: If you own the course, it will default to your name.  
    *Check Confirmed box
    1. If you need to add an Instructor, who is approved within the Course Authorized Instructors 
      1. Click +Instructor 
      2. Click Select next to the Instructor providing this event. 
      3. Follow prompts 
    2. If you need to manually add a non-approved instructor.
      1. Click +Instructor
      2. Check Use Non-Approved Trainers? box 
      3. Complete the fields. 
      4. Click Add to Event 
      5. Follow prompts

  2. Select the Training Language. 

  3. Select the Event Funder (This is only used for OCDEL, PA Key, or PDO funded events) 

  4. Click Continue. 

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Assessment & Delivery Information

Complete the Assessment of Learning and Delivery Methods sections on this page. Click Continue. 

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Event Information

*Organizations: If scheduling under an Org Profile, Location must be “Confirmed” in order to publish this event. 

  • Event Detail
    • Select No or Yes to show this event in public search results. You can update this setting after scheduling the event. 

    • Select the event location type. 
      • Classroom: Click +Location to enter the physical address 
      • Web Based: Enter the website or URL for event access 
      • Blended Online and Classroom: Enter both the physical address and website or URL for event access 
      • E-Learning: This is only used if you are using our LMS Insight Platform 
        *Check Confirmed box 

  • Event Date and Time
    • Self-Paced: Select No or Yes if this a Self-Paced event

    • Multiple Sessions: Select No or Yes to indicate if the course will be held over multiple sessions.
      • If No, you will enter a single Start Date and End Date.
      • If Yes, you can add specific dates and times.

    • Time: Enter the Start Time and End Time

      The event hours must match the approved course duration. If they differ, submit a new course with the correct hours. Additional non-instructional time (e.g., breaks, lunch) can extend the event but must be noted in the ‘Additional Date/Time Info Box,’ clarifying that credit applies only to instructional hours. 

      *Check Confirmed box

    • Additional Date/Time Info Box: Use this field to provide any extra details about the event.
    • Contact Info: This will default to the contact details from your profile or organization profile but can be edited if needed.

    • Additional Contact Info Box: Use this field to provide any extra event-related contact details.

Click Continue.

13

Registration

Select Yes or No if registration is required

  • If Yes, Where do you want attendees to register? (Select one and click the link below for instructions.)
  • If No, Are you charging for this event? 
    • No—Click Save & Review.
    • Yes– Enter the Fee Amount. This will be displayed in the Training Event Search for providers.

Click Save & Review.

Built-In Online Registration

Use the PD Registry to collect registrations. 

  • Registration Emails and Text Box
    • You can add customizable text to each section, which will appear in emails sent by the PD Registry regarding your event.
    • You can add text to the following: 
      • Review Page
      • Confirmation Page
      • Confirmation Email
      • Reminder Email
    • Click Save to continue. 

If you do not have a Stripe account, all events will automatically be marked as free.

If your Stripe account is linked and want to accept payment through the PD Registry, click here for step-by-step instructions. Otherwise, check the Free Event box.

To enable payment through the system, you must link a Stripe account. For details, refer to our tipsheet on How to Create a Stripe Account

    • Enter the maximum number of participants. Leave blank if there is no limit.
    • Enter the Registration Start Date – the date when registration will open. 
    • Enter the Registration End Date – the date when registration will close. 
    • Would you like to require some optional data elements? The data elements listed are optional by default. Check any or all that you would like to require attendees to provide or leave unchecked to remain optional. 

To Accept Payment within the PD Registry:

This will direct users to another site.

    • Enter the Registration Deadline.
    • Enter the Registration Web Address.
    • Are you charging for this event? 
      • No—Click Save & Review 
      • Yes– Enter the Fee Amount. This will be displayed in the Training Event Search for providers. 

Third-Party Online Registration

This will direct users to another site.

    • Enter the Registration Deadline.
    • Enter the Registration Web Address.
    • Are you charging for this event? 
      • No—Click Save & Review 
      • Yes– Enter the Fee Amount. This will be displayed in the Training Event Search for providers. 
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Event Saved: Click OK.

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Review the information on this page. To make changes, click Manage within each section. Once all details are finalized, click Submit Event at the top of the page.

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If using the Built-In Online Registration, review/agree to the Online Registration Terms and Conditions.

 

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Click OK.

If using Built-In Online Registration: 

  • To view the Event Registration Link, scroll down to the Event Registration section. The link will be displayed there. 
  • To edit Registration Details, select the Manage dropdown within Event Registration. 

Registration Setup 

Click to edit or update the registration setup. 

Preview Registration 

Click to view preview the registration. 

View Event Revenue 

Click to review event revenue details. 

Registration Emails and Text 

Click to modify registration emails and text. 

View Online Registration Terms 

Click to review the online registration terms. 

Editable Event Information

After An Event Has Been Approved

To edit any Non-Essential Event Information, locate the event and click Manage next to the section you wish to update. 

The following fields can be edited after an event has been approved:

  • Which trainer has administrative access to the event
    • Only applies to events created by training sponsor organizations.
  • Administrative training sponsor organization
    • Administrative training sponsor organization can be added, changed, or removed.
    • Only applies to events created by individual trainers.
  • Training language
  • Location name, address line 1, address line 2, city, state, zip, county, country
  • Location capacity (stored in location library)
  • Location staff notes (stored in location library)
  • For events on a single date or that span a date range:
    • Event start time and event end time
  • For multi-session events
    • Individual session start and end times
  • Additional date/time information
  • Delivery methods
  • Contact information
    • Contact name
    • Address
    • Phone number
    • Fax number
    • Website
    • Email Address
    • Registration URL (for events not using online registration)
  • Registration Options
    • Show event in public search results
    • Whether or not registration is required
    • Whether or not event is using online registration
      • For events using online registration:
        • Event capacity
        • Registration start date
        • Registration end date
        • Hide listing until registration start date
      • For events not using online registration:
        • Registration deadline
        • Registration URL (for events not using online registration)
        • Registration fee
Contact

The PD Registry
registry@pakeys.org

1-800-284-6031