As a branch administrator, you have the ability to create one or more registration processes for new and existing organizations within your branch. Registrations ensure your users are filling out the information you need to have in order to approve an organization and/or to create an Engage site for an organization. To create an organization registration process, navigate to your Action Center and locate your administrative branch. Scroll down to the "Branch Tools" and click Registrations.

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Click +Create Registration at the top right side of the page to begin a new registration process.

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You will then be asked to provide basic properties about your registration. Enter a name and the instructions you would like to appear to your users who will be completing this registration. Then, indicate if the registration should be Active. The registration will not be available to users or organizations unless it is designated as Active, no matter the dates associated with the registration. You can also indicate if the registration should be open, with no end date, or if there should be specific start and end times to this specific process. Click the information icon next to "Open Registration" to read more about this decision. Finally, you can specify the number of days this registration will only be available to certain officer positions. This feature is only available for re-registering organizations. You can click the information icon to read more about how this feature functions. When you are done, click Create.

 

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Now that your registration has been created, click on its name from the full registrations list to continue the building process. You will first see the Properties tab with the information you provided.

Registration Steps

Navigate to the Steps tab to view a list of steps you can integrate into your process. Read about each of the available steps and what information each will collect here. To add a step to your registration, click on its name under "Available Steps" and you will see it move to "Selected Steps." Re-order your steps as needed by using the blue arrows that appear when you hover over the step or remove the step by clicking on the red "X". If you have additional information that needs to be collected during the registration process, you can create a Form containing any additional items that are required. Add an administrative form into your process by clicking Forms and then clicking the green plus sign to the left of the form you wish to add. These steps save automatically after any action is taken. Note that the only way you can preview the registration process to ensure that all components have been included is to complete a registration and then Deny the submission.

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Position Templates

If you determined that you want the process to be limited to certain Positions within the organization in the Properties tab, you can select those specific positions under Position Templates. Note that this selection does not affect the requirements of an organization roster, but instead affects which individuals can submit the re-registration on behalf of the organization.

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Notifications

Finally, navigate to the Notifications tab to manage who will receive an email notification for each submission of this registration. These users will only be able to review or manage submissions if they are given the appropriate level of user access.

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Now that your registration process has been created, you can read more about assigning registration processes to new and existing organizations here.

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