The Group Registration approval process empowers new administrators to review and approve requests for new groups, while the Group Re-Registration approval process facilitates the review and approval of requests to reactivate existing groups.
Group Registration
Click on Admin, Settings, and then Approval Processes
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
Group Re-Registration
After clicking create process, select Group Re-Registration
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 if
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
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.
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.
Administrators will be able to see
The name of the user submitting the group registration or re-registration request
Information on when the submission was started, submitted, and updated
The group name
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
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
Learn how to set up and navigate approvals and workflows