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How to Add Covid Questions/Agreements to Your Program

Need to add new questions or a new agreement to your upcoming program? Have you already started taking registrations and need to notify current participants to answer those new questions or sign the new agreement?

IN THIS ARTICLE YOU WILL LEARN HOW TO:

  • Add custom questions to a program
  • Add a new agreement to a program
  • Notify families to answer new questions/agreements added to a program after it has opened.
1
Log in to your FamilyID account and select  Programs from the blue navigation bar at the top of the screen.

2
Click the Edit button next to the program you want to edit.

3
Click on the (4) Participant tab to add your custom questions. 


4
Locate the area on the form where you would like to add your new question The fields are organized by question type, for example, Primary, Additional, Contact, Home Address, Parent/Guardian, etc.  At the top of each area, there is a grey bar with a ' + symbol. To add a custom field to that group of questions, click the + button.
For health questions, we recommend adding them to Concerns and Comments area of the form. 


We've added a new area under Concerns and Comments called Communicable Diseases. We've also added some standard questions for you to select from. To use one of the standard fields, simply place a checkmark next to the question(s) and hit Save at the bottom of the form.  To create a custom question, Click the + button.

5
The  + button will open a new window, select Click Here to Select or Create Custom Field to add new questions to your form. Select Create New.

6
Enter the name for the custom field. The name will be the question you are asking. The description area is optional. 

7

Select the type of field you want (text field, text area, date, date range, multiple-choice, single choice, file).

  • Text Field: provides a small text box for the answer
  • Text Area: offers a large text box for longer answers
  • Date: requires the user to select a specific date from a calendar, for example (physical exam date)
  • Date Range: provides a question which requires a Start and End date to be selected (transfers, eligibility questions)
  • Multiple Choice: the registrant can select multiple answers
  • Single Choice: the registrant must select one answer from the provided list
  • File Upload: allows the registrant to upload a document from their computer (physical exam form, transcript, etc.).

8
Save the Custom Field once you are done. Continue this process until you have added all the necessary questions. 

9
Your custom questions will display in the area you selected on the form. Place a checkmark in the box next to questions and click the Save or Save and Continue button at the bottom of the form to save the form and allow families to see the questions. 

Your questions will be available for your families to answer:

To watch a short video on adding a custom question to your form, click HERE.

Adding a New Agreement to Your Form

1
Log into your FamilyID account and select  Programs from the blue navigation bar at the top of the screen.

2
Select Edit next to the Program you want to add the agreement or policy.

3
Click on the (5) Agreements tab. Then click Create New Agreement of Policy. 

4
A window will display, on that screen select Agreement or Policy.  A Policy will display in the registration form as a read-only document. An agreement will display directly in the form and include a signature box.

Name your agreement and provide the details of your agreement in the  Details area.

5
 The agreement can be made required by clicking the Registrant must agree button. This means the registration can't be completed unless the agreement is checked and signed. 


The Agreement required box can also be left unchecked allowing families to select No I do not agree if the agreement if it does not apply to them. 

Agreement Required vs Agreement Not Required:

6
You also have the ability to require a second signature for an agreement. On the editing window, just check the Second Signature box. In the dropdown menu to the right, you have the option to select the text that will appear underneath each signature box.

7
Once done, hit Save.


Your agreement will be available for your families to sign:

Notifying Current Registrants of New Questions or Agreements Added to an Existing Program

1
Log into your FamilyID account and select  Programs from the blue navigation bar at the top of the screen.


2
Select the Filled number or your Registrant List.


3
On the left of the page, select the participants that need to be notified of the new agreement or questions by placing a checkmark in the box provided.

4
You may either select everyone on the page (100 registrations per page) or you may select each individual. Once you've selected the participants, a box will pop up to the right of the page.

5
You will need to update the Registration Status box from Choose status to Correction Required. You will also need to check the Notify registrant of changes box to notify the families.

6
Type the message you would like the family to receive in the box provided. Once you have reviewed your message, hit Update to send the message and update the selected registrations to Correction Required.

Note:

For your convenience, below you will find an email with step by step instructions to assist families in updating their registration once you have followed the instructions above.

Hello,

New questions have been added to your existing registration that requires a response.

  • Please log in to your account.
  • Locate the registration under the Registrations tab
  • Click Edit Registration for the registration listed under the Correction Required header. 
  • Please answer the new questions under Concerns and Comments and sign the new agreement at the bottom of the form. 
  • Make sure to click Save and Submit once done.

Thank you for your attention to this matter. 


7
Your families will receive an email notifying them of the registration change with the message you've provided:

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