1. Profile
One profile form can be assigned in System Settings for users to fill out. The data included in this form will be included automatically as part of the export generated from each Workshop or Conference’s Data tab.
In the System Settings a profile reminder can be set to force users to go to the profile page each year on the date set.
2. Profile (Admin-Only)
Similar to the profile form (see above), but the collected data is only visible to administrators.
3. Registration
A Registration form can be assigned per Conference, Workshop or Meeting. The form is filled out at the time of registering for the event.
The Registration form automatically collects the following information so do not include fields for this data in your form to not have duplication in your data:
- Name
- Email Address
- Affiliation (Faculty, Staff, Student)
- Profile Form submission (if Profile Form is in use)
- Custom Attendee Type (if applicable)
4. Pre-Event Form
A Pre-Event form can be assigned per Conference, Workshop or Meeting. The form can be filled out anytime between registration and the start of the event.
The Pre-Event form automatically collects the following information so do not include fields for this data in your form to not have duplication in your data:
- Name
- Email Address
- Affiliation (Faculty, Staff, Student)
- Profile Form submission (if Profile Form is in use)
- Custom Attendee Type (if applicable)
5. Post-Event Form
A Post-Event form can be assigned per Conference, Workshop or Meeting. The form can be filled out anytime after the event has ended or
Note that no identifying information is automatically collected in post-event form data export. If you want to associate post-event responses with users, you have to add text field(s) to collect data like name an/email address.
6. Certificate Criteria
A form must be assigned to a Certificate Program’s Written Criterion Portion.
7. Cancellation/Transfer request
A Certificate Cancellation/Transfer Request form can be assigned to a Certificate Program.