After you have set up Registrant Profile Fields, you can add them to your online registration.
To add Registrant Profile fields to your registration form:
- Click the Events button from the Global Navigation Bar. The Events page opens.
- Select the event to configure.
- Right-click and select Tools -> Registration -> Registration Setup. The Registration Setup window opens.
- Select the Registration Form Setup tab.
- Click the Edit Form Template hyperlink next to the Form Template field in the Appearance section. The Form Template window opens.
- Click the drop-down arrow next to the Add button in any section and you can choose to add any of the following sections. See Registrant Profile Fields for more details on the sections and available fields.
- Allergy - Collect a participant's/registrant's allergy information.
- Behavioral Condition - Collect a participant's/registrant's behavioral condition(s).
- Dietary Preference - Collect a participant's/registrant's dietary needs and/or preferences.
- Medical Condition - Collect a participant's/registrant's medical condition(s).
- Medication - Collect a participant's/registrant's medication information such as medication frequency and dosage.
- Registrant Contact - Collect the contact information for another individual related to the participant/registrant, such as an emergency contact or parent, without creating an account.
- Registrant Profile - Information related to general participant/registration information such as liability release and current certifications.
Allergy Section
Selecting Add Allergy Section opens the Allergies screen.
- Section Heading - The heading of the section the allergy fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Show Category - If checked, allergy categories appear in online registration.
- Show Class - If checked, allergy classes appear in online registration.
- Allergies - Click the Select hyperlink to select the allergies available to the registrant. When selecting allergies, you can check the Show Document check box in the Selected section of the Select Allergies screen. Checking this check box allows registrants to upload a document for the selected allergy.
- Allergy Documents - Only available if Show Document is checked for at least one allergy. Click the Manage link to add document information. The Manage Form Document Info window opens.
- Click the Add button. The Add Form Document Info window opens.
- Enter the following information:
- Document Category - The document category the uploaded document is assigned when saved.
- Document Classes - The document class(es) available for upload. Registrants can only upload documents with document extensions matching the selected class(es).
- Document Sensitivity - The document sensitivity the uploaded document is assigned when saved.
- Label - Name of the document upload field that displays to the registrant in online registration.
- Tooltip - Text that appears when a registrant hovers over the document upload field in online registration.
- Required - If checked, a document is required.
- Click OK.
- Enable Terms and Conditions - If checked, the registrant must agree to the Terms and Conditions to complete the online registration. The Terms and Conditions are always displayed even if the registrant does not add any allergies. Terms and Conditions are configured in the Terms and Conditions Configuration screen on the Main Menu.
Behavioral Condition Section
Selecting Add Behavioral Condition Section opens the Behavioral Conditions screen.
- Section Heading - The heading of the section the behavioral condition fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Show Category - If checked, behavioral condition categories appear in online registration.
- Show Class - If checked, behavioral condition classes appear in online registration.
- Behavioral Conditions - Click the Select hyperlink to select the behavioral conditions available to the registrant. When selecting behavioral conditions, you can check the Show Document check box in the Selected section of the Select Behavioral Conditions screen. Checking this check box allows registrants to upload a document for the selected behavioral condition.
- Behavioral Condition Documents - Only available if Show Document is checked for at least one behavioral condition. Click the Manage link to add document information. The Manage Form Document Info window opens.
- Click the Add button. The Add Form Document Info window opens.
- Enter the following information:
- Document Category - The document category the uploaded document is assigned when saved.
- Document Classes - The document class(es) available for upload. Registrants can only upload documents with document extensions matching the selected class(es).
- Document Sensitivity - The document sensitivity the uploaded document is assigned when saved.
- Label - Name of the document upload field that displays to the registrant in online registration.
- Tooltip - Text that appears when a registrant hovers over the document upload field in online registration.
- Required - If checked, a document is required.
- Click OK.
- Enable Terms and Conditions - If checked, the registrant must agree to the Terms and Conditions to complete the online registration. The Terms and Conditions are always displayed even if the registrant does not add any behavioral conditions. Terms and Conditions are configured in the Terms and Conditions Configuration screen on the Main Menu.
Dietary Preference Section
Selecting the Add Dietary Preference Section opens the Dietary Preferences screen.
- Section Heading - The heading of the section the dietary preferences fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Require Dietary Preference Selection - If checked, the registrant must select an option from the Dietary Preference drop-down before continuing with online registration.
- Dietary Preferences - Click the Select hyperlink to select the dietary preferences available to the registrant.
Medical Condition Section
Selecting Add Medical Condition Section opens the Medical Conditions screen.
- Section Heading - The heading of the section the medical condition fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Show Category - If checked, medical condition categories appear in online registration.
- Show Class - If checked, medical condition classes appear in online registration.
- Hide Other Medical Condition - By default, the software includes an "Other" option for medical conditions. If this check box is checked, the "Other" option is not available for selection by the registrant.
- Medical Conditions - Click the Select hyperlink to select the medical conditions available to the registrant. When selecting medical conditions, you can check the Show Document check box in the Selected section of the Select Medical Conditions screen. Checking this check box allows registrants to upload a document for the selected medical condition.
- Medical Condition Documents - Only available if Show Document is checked for at least one medical condition. Click the Manage link to add document information. The Manage Form Document Info window opens.
- Click the Add button. The Add Form Document Info window opens.
- Enter the following information:
- Document Category - The document category the uploaded document is assigned when saved.
- Document Classes - The document class(es) available for upload. Registrants can only upload documents with document extensions matching the selected class(es).
- Document Sensitivity - The document sensitivity the uploaded document is assigned when saved.
- Label - Name of the document upload field that displays to the registrant in online registration.
- Tooltip - Text that appears when a registrant hovers over the document upload field in online registration.
- Required - If checked, a document is required.
- Click OK.
- Enable Terms and Conditions - If checked, the registrant must agree to the Terms and Conditions to complete the online registration. The Terms and Conditions are always displayed even if the registrant does not add any medical conditions. Terms and Conditions are configured in the Terms and Conditions Configuration screen on the Main Menu.
Medication Section
Selecting Add Medication Section opens the Medications screen.
- Section Heading - The heading of the section the medication fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Max Medications - Maximum number of medications a registrant can add during online registration. If left blank, the registrant can enter an unlimited number of medications.
- Min Medications - Minimum number of medications a registrant must add during online registration. If left blank, the registrant does not need to enter any medications.
- Medication Fields - Click the Select hyperlink to choose which medication fields are available in the medications section. Check the Required check box to require a response for the field before the registrant can continue with online registration. The following fields are required by the system and cannot be removed:
- Description - Name of the medication.
- Frequency - How often the medication needs to be taken.
- Enable Terms and Conditions - If checked, the registrant must agree to the Terms and Conditions to complete the online registration. The Terms and Conditions are always displayed even if the registrant does not add any medications. Terms and Conditions are configured in the Terms and Conditions Configuration screen on the Main Menu.
Registrant Contact Section
Selecting Add Registrant Contact opens the Registrant Contacts screen.
- Section Heading - The heading of the section the registrant contact fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Max Registrant Contacts - Maximum number of contacts a registrant can add during online registration. If left blank, the registrant can enter an unlimited number of contacts.
- Min Registrant Contacts - Minimum number of contacts a registrant must add during online registration. If left blank, the registrant does not need to enter any contacts.
- Registrant Contact Type - Select the contact type to add to the registrant, such as Emergency Contact.
- Show Registrant Contact Type Description - If checked, the registrant can see the description of the contact type during online registration.
- Relationship to Participant - Select the relationships available to the registrant when defining the relationship between the registrant contact and the actual participant during online registration.
- Registrant Contacts - Click the Select hyperlink to choose which contact fields are available in the registrant contacts section. Check the Required check box to require a response for the field before the registrant can continue with online registration. The following fields are required by the system and you cannot remove them:
- First Name - A single line text field for the contact's first name.
- Last Name - A single line text field for the contact's last name.
Registrant Profile Section
Selecting the Add Registrant Profile Section opens the Registrant Profile screen.
- Section Heading - The heading of the section the registrant profile fields appear under.
- Instructional Text - Enter any instructional text for the registrant. This text appears under the heading of the section.
- Profile Fields - Click the Select hyperlink to select the profile fields to add to online registration. Check the Required check box to require a response for the field before the registrant can continue with online registration. Check the Protected check box to show the information in the field but not allow the registrant to change it.
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