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Whether an end-user is setting up a New Group Registration or a Re-Registering a group, both processes go through three steps:
Step 1 - Dynamic Group Information: Users submits information about their group that dynamically updates their group settings and group page (e.g. Mission, Constitution, Officers, etc.)
Step 2 - Supplemental Group Information: User clicks Next and submits a supplemental form
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that is customized by Admins to ask the additional questions that are required by your campus
Step 3 - Group Approval: Group is approved with either a Simple Approval or a Workflow Approval
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We recommend using a Workflow approval |
Group Registration
Click on Admin
Click on the Settings dropdown and select Approval Processes
Click Create Process or edit an existing process
After clicking create process, select Group Registration
Here, you will select all the specifications to build out this group registration approval process. You’ll be able to do the following:
Select the group types to which this approval process will apply (if left blank, the approval process will apply all groups regardless of group type)
Choose yes to activate the group registration
Select the form/survey to tie to the group registration that will consist of any additional questions you need to ask users who are looking to start a new group (all approval processes must be tied to a supplemental form). Learn more about creating Surveys and Forms and after you’ve created the form, select it from the drop-down
Select the registration form fields that you would like to appear for users to input information and then select which fields are required
Include verbiage for any group registration instructions
Include a start date and time and an end date and time for when group registration requests can take place
Enter the required number of officers to start a new group and a number of optional officers
Select the required officer position(s)
Enter a required number of members
Include verbiage for a custom message that is sent to officers
Decide on the method used to approve officer positions
Click Save
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