Group Registration and Re-Registration

Owned by louis.cameron
Last updated: Sept 04, 2024 by Kimberly Mathews
3 min read

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.

Whether an end-user is setting up a New Group Registration or 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 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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We recommend using a Workflow Approval

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

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  4. After clicking create process, select Group Registration

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  5. Complete the following fields:

    • Select the Group Types to which this approval process will apply

    • Choose Yes to activate the group registration

    • Select the supplemental Form/Survey that should be tied to the group registration

      • While all approval processes must be tied to a supplemental form, 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 of Optional Officers

    • Select the Required Officer Position(s)

    • Enter a Required Number of Members

      image-20240313-201858.png

  6. 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

    image-20240311-211437.png

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

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  5. Complete 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

      image-20240313-203248.png

  6. 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

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).

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Also note: the system will not allow any user to complete the form outside of a re-registration process.

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Please contact support@campusgroups.com with any questions.

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