Once you have created your organization registration processes, you can assign these registrations to both new and existing organizations. When you assign a registration to new organizations, you are identifying the process for organizations registering for the first time. For existing organizations, you are assigning the process for an organization to re-register or renew their organization. To assign registrations, navigate to the Manage view and select the appropriate administrative branch. Then, select Organization Types from the branch tools.

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Assigning registrations to all new organizations

To assign a registration to all new organizations that will be registering with this branch, click on the New Organizations type. This type is a default in your branch and you will not have to create it. Click on the Registrations tab and assign the appropriate registration from the drop-down menu and click Save. This registration will now be the default for all new organizations registering for the first time. 

Assigning registrations to existing organizations

In Engage, you can assign different re-registration processes for your existing organizations based on their organization type. In other words, you might want your Fraternities and Sororities to go through a different renewal process than your Student Affairs Departments. To assign different re-registration processes by organization type, navigate back to the general list of Organization Types within your branch. Click on the name of the type you would like to assign a registration process to and click the Registration tab. Next to "Registration Form," use the drop-down to select the appropriate registration and click Save. Repeat this process for each organization type in the branch.

 

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