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Create or Schedule An Event

About

Any Instructor who wants to deliver professional development or Consultant/Coach wanting to deliver technical assistance to early childhood or school-age professionals, should apply for PQAS approval. Learn how. >

Last Updated

July 2022

Directions

1

Logging In

2

Click Login in the top right corner.

3

Enter your email address and password, then click Login.

4
If creating a course that is owned by your Organization, click the drop‐down menu by your name and select your organization profile (purple box).
 
 
5

Select Training Entry in the left‐hand menu.

6

Create A New Event

Click New Event.

 

6

Scroll down the list of courses and click on the title of the course you want to renew.

7

Select a Course.

Enter the Course Title or Course ID.

Click Search.

8

Click Select next to the course you want to schedule.

9

Training Event Entry

On this screen you will be able to toggle through each tab (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 Trainer and Event Details. The next steps will provide you with directions for each tab.

10

Course Tab

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

11

Trainer & Sponsor Tab

a. Click Select next to the Instructor providing this event.

b. Click No if you are done adding instructors.

Click Yes if you would like to add another. If you select Yes, this is the screen you will see. Enter in the Instructors Registry ID# within the Trainer ID section or the Trainer’s name. Click Search.

If you need to exit this page, click on the X in the upper right-hand corner to continue to the event entry.

c. Check the Confirmed box, to confirm the instructor.

d. Select the Training Language.

e. Select the Event Funder (only for funded events).

f. Click Continue.

12

Assessment & Delivery Tab

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

b. Click Continue.

13

Event Tab

a. Event Details

i. Select No or Yes to show this event in public search results.

ii. Select the type of event location your event is. If you select web-based, enter in the website or URL to access the event.

iii. Check the Confirmed box to confirm the location.

b. Event Date & Time

i. Select No or Yes if this a Self-Paced event

ii. Select No or Yes if the course will be held over multiple sessions

iii. Enter the Start Date and End Date

iv. Enter the Start Time and End Time (note, the hours are attached to the course, if you are providing this event for more or fewer hours than what that course has been approved for, you will need to submit a new course to reflect the correct number of hours)

v. Check the Confirmed box to confirm the date and time.

vi. Additional Date/Time Info box: you may include any additional information about the event in this box.

c. Contact Info

i. This information will default to the contact information used on your profile or the org profile. This may be edited if needed.

ii. Additional Contact Info box: you may include any additional information about the event in this box.

iii. Click Continue.

14

Registration Tab

Select Yes or No if registration is required.

a. If registration is NOT required, click Save & Review to continue. (If yes, go to below step.)

b. If registration IS required, complete the below:

To allow online registration through the system, you must have an Organization Profile.
To allow payment through the system, you must have a Stripe account linked to your Organization Profile. (For more information on this process, please review our tipsheet on How to create a Stripe Account.)

i. If you have a Stripe account linked to an Org Profile AND you are scheduling this event within that Org Profile, check the Register Online box.

ii. Enter the Max Number of Participants.

iii. Enter the Registration Start and End Dates.

iv. Click Save & Review to continue.

v. If you do not have a Stripe account linked to an Org Profile, enter the below:

1. Registration Deadline

2. Registration Web Address

3. Registration Fee

4. Click Save & Review to continue

15

Event Saved

Click OK.

16

Review the information on this page and click Submit Event at the top.

17

Event Saved

Click OK.

18

To active Online Registration (stripe required), click on the Event dropdown in the upper right-hand corner.

19

Click on Manage Online Registration.

 

20

Information Collection

a. Attendee Details section: complete if you want to collect more or less information from your attendees.

b. Registration Fees section:

i. Select Add Fee if the event has a fee and you are accepting payment through the system.

ii. Select Free Event if the event has no cost or you are taking payment outside of the system.

c. Additional Items section: you may skip this section.

d. Click Next to continue.

21

Text & Email section

Review the emails on this page that are sent out to the participants. Click Next to continue.

22

Activation

a. Registration Setting section: review this information and make any necessary changes.

b. Terms and Conditions section: check the I agree to the terms and conditions as defined above box.

c. Click Activate to finish online registration setup.

23

If this is a private event, you can copy and paste, and email the Registration Page Link to the participants you wish to invite.

Editable Event Information

After An Event Has Been Approved

The PD Registry has enhanced the system to allow for individuals to edit Non-Essential Event Information. To edit any of the below information, locate the event and click on Manage next to the section you wish to edit.

These fields will be defined as follows:

  • 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 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

Manage Rosters

You will be able to add participants to an event roster once the event has occurred.

Below are the steps on how to do this.

  1. Go into the event
  2. Click the Event drop down menu
  3. Select Manage Roster
  4. Click +Attendees to add participants.

**After a scheduled event is concluded, the instructor or organization administrator must update the status of all registered attendees in the event roster within two weeks of the event’s end date and mark the event completed.

Contact

The PD Registry
registry@pakeys.org

800-284-6031

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