The Online Registration service allows subscribing districts to define Online Registration Application Forms, which can be used by new households that are entering the district and by existing households that need to register another student. This lesson guides users through setting up an online registration form.
Required Permissions: Menu Permission System > Registration > Online Registration Forms
Where to Start
- Go to System.
- Select Registration.
- Choose Online Registration Forms from the menu.
- Select New Form to start creating a new online registration form.
Form Fields and Page Layout
- A Fields menu appears on the left. These fields will be dragged over onto the layout. The icons before the Field Names indicate the type of field.
- The Page Layout Area on the right with five Page tabs (default - Household Information). Select a Page tab to define that page of the Online Registration Application Form.
- Enter a Form Title in the field at the top of the Page Layout Area.
- Select Add a Layout to begin designing the form.
Layout Picker
- The Layout Picker provides a variety of column layouts, with text identifying the column
position(s) and relative column width. Relative column width is indicated using 12 to stand for full page width:- 9 = 3/4 page width
- 6 = 1/2 page width
- 4 = 1/3 page width
- 3 = 1/4 page width
- The Custom Columns option allows users to select a layout with up to six even-width columns. Enter the desired number of columns.
- Select Save to add the layout to the form. Users can add multiple Layouts to the page, with each new Layout placed below ALL existing Layouts.
Set Page Layout
- Drag the desired Fields into the Layout and drop into the desired section and column. Multiple
Fields can be placed in the same Layout section. All required fields, denoted by the red * must be added to the form. - Each Layout section has dashed lines outlining the available column(s) with Move Up/
Move Down arrows. Use the arrows to move the section up or down on the form. - Select the Trash Can icon to delete the layout column.
- Use the Settings icon to include Instructions for that section, and place them Before (default) or After the section. If desired, use the formatting buttons to customize the Instructions. Hover over each formatting button to see its tooltip.
- Each Field also has a Settings option as they are dragged onto the Form.
- Select Preview to review work as fields and settings are added to verify it is looking as expected.
- Move to the next tab to set the layout and add fields. Continue to add layouts and fields for all tabs on the form. Then Save the form.
Field Settings
- Districts can change the Field’s Label. The label is the text that displays as the heading of the field.
- Update the Placeholder if needed. This is the text that displays within the space parents enter information.
- For non-required fields, districts can select the 'Is Required' checkbox to make the field required.
- Enter Instructions for the field. Formatting, images, and links can be added to the instructions as needed.
- Check the Show Instruction Text box to have the instructions display on the form. When this box is not selected, instructions appear within a tooltip (i) next to the Label.
- If Instruction Text will be displayed, use the Instruction Style to determine how the instructions will be color coded on the field.
- Fields with visibility set to School Personnel Only do NOT appear on parent facing applications.
Manage Online Registration Forms
- Select Delete to delete an existing form, then select Yes to confirm the deletion.
- Select View to view an existing form. Users can scroll through the form’s pages using the
Previous and Next buttons at the bottom of the page. Select Print to print a copy of the form. - Users can View Translation of expired forms, and Add Translation to forms that have not yet expired.
- Select Edit to edit an existing form. Make the needed changes, then Save the form.
- Select Publish to publish a form. Enter the Publish Date of the form and, if desired, the
Expiration Date, then select Save to publish the form. Only ONE form may be published during any given time frame. The green checkmark indicates the Currently Published form.- If the currently published form has NO Expiration Date, no additional forms can be published
until the published form has been assigned an Expiration Date. Click Publish to add an
Expiration Date to the currently published form. - Users can set Publish/ Expiration Dates for additional forms, as long as their Dates do not fall
within the time frame set for any other forms. Click Publish to set, or modify, future
Publish/Expiration Dates.
- If the currently published form has NO Expiration Date, no additional forms can be published
- Select Copy to copy an existing form. Enter the New Form Name and click Copy to copy the
form.