Page Comparison

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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.)

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• 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

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• Step 3 - Group Approval: Group is approved with either a Simple Approval or a Workflow Approval

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Group Registration

1. Click on Admin

2. Click on the Settings dropdown and select Approval Processes

3. Click Create Process or edit an existing process

   

4. After clicking create process, select Group Registration

   

5. Here, you will select all the specifications to build out this group registration approval process. You’ll be able to do the followingComplete the following fields:

   • Select the group types 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 Yes to activate the group registration

   • Select the form/survey to tie supplemental Form/Survey that should be tied to the group registration that will consist of any additional questions you need to ask users who are looking to start a new group (

     • While 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

     • , you can leave this blank for now if you have not yet created your form

   • Select the Registration Form Fields that should be optional and required

   • Enter the Required Number of Officers to start a new group and a number Number of optional officersOptional Officers

   • Select the required officer positionRequired 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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1. • Required Number of Members

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2. Once the Supplemental Form is connected to the Approval Process, be sure to connect a Workflow to the Supplemental Form if you are using a multi-step approval process

Group Re-Registration

1. Click on Admin

2. Click on the Settings dropdown and select Approval Processes

3. Click Create Process or edit an existing process

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4. After clicking create process, select Group Re-Registration

   

5. Group Re-Registration includes all the standard details of Group Registration, with additional specific fields unique to its process, distinguishing it from the standard registration process. Select yes to decide ifComplete the same field as the Group Registration process as well as these additional settings:

   • Officers can only be changed through a re-registration process

   • Officers' access to their group should be blocked until the group has been completely re-registered

   • Officers' access to their group should be blocked until they’ve submitted the re-registration form

   • Re-registration should be open to non-officers

   • Pending officers should be approved

   Click Save
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6. Once approval processes are established and activated, corresponding buttons will become visible to users. Group registration options will be accessible on the main Groups page, while Group Re-Registrations will prominently display at the top of the group dashboard upon officers' navigation to their respective groups. Clicking these buttons initiates the process for registering a new group or re-registering an existing one.

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7. When users submit their request, submissions will come in by way of the supplemental form tied to the approval process. Navigating to the group where that form lives will allow administrators to review the request and take action on the approval status.

8. Administrators will be able to see

   1. The name of the user submitting the group registration or re-registration request

   2. Information on when the submission was started, submitted, and updated

   3. The group name

   4. The option to either see the workflow or use one of the four status icons (approve, require modifications, on hold, or reject) to make a decision on the submission

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Upon clicking on the group name, administrators will also see all details, information, and answers provided on the approval process and supplemental form submitted by the user

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1. Once the Supplemental Form is connected to the Approval Process, be sure to connect a Workflow to the Supplemental Form if you are using a multi-step approval process

Info
Re-registration allows only one submission on behalf of the group. Once a re-registration form is submitted, there is no option for another Officer to submit it (unless the original submission is rejected). Image Added Also note: the system will not allow any user to complete the form outside of a re-registration process. Image Added

Please contact support@campusgroups.com with any questions.