Process for Registering a Customer

Since registration requires personal information to be entered, it is always best for customers to enter their information themselves. In rare situations, a customer may need to create an account but doesn't have the ability to come into the CareerLab or have access to technology at home. In those situations, it is permissible to schedule some time to assist that customer in registering over the phone. Staff-assisted registration has to match the same wording as self-registration, so the process has been documented with the attached material.

Some things to keep in mind:

  • The Tennessen warning and all registration prompts must be read verbatim.
  • An email or a mailed copy of the Tennessen warning must be mailed to the customer the same day the account is created.
  • For security reasons, everything needs to be entered directly into the registration page. Do not write anything down.
  • We cannot send the user name or password to the customer. Instead, ask them to write it down while you are creating the account for them.
  • Allow at least a half-hour to complete this process

Please read through the attached procedures and templates before working through a registration with a customer.