To create a new registration form, follow the instructions in this document
Click Add Registration Form + on the Registration Form Setup page
Creating a registration form has three steps:
- Registration Information
- Enrollment Options
- Authorizations
1. Registration Information
Please select the Registration Period for this form. Once approved, submitted applicants will be placed on the Participant list for the selected Registration Period.
Name the form and select the Registration open date and Registration close date; these are the dates when the form will be visible on the Registration Landing Page.
All of these fields are required, as indicated by the red asterisks.
Add a Pre-registration message that provides some instructions at the beginning of the application process.
Add a Post-submission message as desired. This will appear on the screen after a form has been submitted.
By default, the Predefined post-submission message appears at the start of the message. Therefore, you don't need to add "thank you for registering..." to your post-submission message text.
Before submitting a form online, a signature is required to agree to any required authorizations. These authorizations are configured in a later step. Using the checkboxes, select whether you want the submitter to sign their name on their device screen or type their name. You can select both to indicate that either option is acceptable when submitting the form.
Click Next Step.
2. Enrollment Options
Determine if you want this registration form to apply by Site or Session.
By Site: Submitting a form will be for programs at the site(s) selected
Select the appropriate site or sites to which the registration form applies.
If your program offers services at multiple sites and they use the same registration form, select each site using this form. A registration form "Apply" button will appear for each site selected. If the form is different for different sites, you must make different registration forms for each site.
By Session: Submitting a form will be for one or more scheduled activity sessions at one or more sites.
Use the Session(s) field to drill down into the site or sites where the session or sessions are located for which this form applies.
When the correct site(s) or session(s) has been marked, click Next Step.
3. Authorizations
Authorizations are the statements that those submitting a form agree to, such as a consent to allow photographs.
To add an Authorization, click + Add another authorization.
Label the authorization with a name that summarizes the Authorization. Next, add the authorization text into the Authorization text field. Lastly, select whether the authorization is required or not.
Then click Save Registration Form to save it and have it appear on the Registration Landing Page.
Registration forms will have data fields where each submitter will enter information. Some fields will be system defaults, but custom fields and other form elements can also be added.
See these documents to learn more about Editing a Form's Default Fields, Adding Elements to your Form, and Adding Custom Fields to your Form.
Creating and Managing Registration Forms Document Guide Home