Add or Configure Enrollment Design Steps

The Enrollment Designer includes options to name or change the name of steps, move steps, copy and paste steps, delete steps, and configure the Job Name Identifier.

Add Steps

To add steps:

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The default steps for the enrollment design display, including a step called "Blank."
  4. Click the Add icon next to any of the steps to add that step to the sequence and start configuring the step. Note that default steps will have some information pre-populated. To configure the step:
    1. Click in the main pane to the right and the pane becomes active.
    2. Click in the field for the step name and enter the name.
    3. Add specific step fields by clicking the icon for the type needed and the clicking again in the location where the field should be placed. Note that fields can be clicked-and-dragged to specific locations.
      1. Text : Adds a text field.
      2. Photo : Adds a photo field. Refer to Configure Photo Fields for more information on Capture Options and Storage Options for photo images.
      3. Date : Adds a date field.
      4. Signature : Adds a signature field. Refer to Configure Signature Fields for more information on Capture Options and Storage Options for signature images.
      5. Auto Sequence : Adds an auto-sequence field.
      6. Composite : Adds a composite field.
    4. Click each field and the field's Properties pane displays. Edit the properties for the field as needed.
  5. Click SaveSave Enrollment Design to save or Close to exit without saving.

Edit Steps

To edit steps:

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The current steps for the enrollment design display.
  4. Click to select a step.
  5. Click in the main pane to the right and the pane becomes active. The fields in the step display.
  6. Edit the properties for the step as needed.
  7. Click Save Save Enrollment Design to save or Close to exit without saving.

Reorder Steps

Reorder the steps on the enrollment form.

  1. Click the Enrollment Designicon in the left pane.
  2. Click the arrow icon to expand the pane (if necessary).
  3. Click the arrow icon next to Enrollment Design to expand the menu. The current steps for the enrollment design display.
  4. Click and drag a step to a new location in the sequence.
  5. Click Save Save Enrollment Design to save or Close to exit without saving.

Cut and Paste a Step

Cut a step and use it again in another location.

  1. Select a step.
  2. Click CutCut Field.
  3. Select a different location to reuse the step.
  4. Click Paste Paste.
  5. Click SaveSave Enrollment Design to save or Close to exit without saving.

Delete Steps

Delete steps in the Enrollment Designer to possibly simplify the enrollment form. Instant ID as a Service prevents steps with fields to be deleted. Before deleting a step, you must move all fields on the step to a different step.

  1. Move all fields on the step to another step.
    1. Select a field on the step.
    2. Click Cut Cut Field.
    3. Select a different step in the Enrollment Design.
    4. Click Paste Paste Field. Instant ID as a Service places the field on the step.
    5. Move the field on the step.
  2. Click Delete Delete Step next to the step name. Instant ID as a Service deletes the step.
  3. Click Save Save Enrollment Design to save or Close to exit without saving.

Configure the Job Name Identifier

The Job Name Identifier is the name displayed for print jobs initiated using the enrollment. Instant ID as a Service includes options to use the enrollment design name or a value from a field on the enrollment design.

  1. Select the Preview and Print step or, if the name has changed, the last step in the Enrollment Design.
  2. To use the Enrollment Design name as the Job Name Identifier, select Enrollment Name and Timestamp.
  3. To use a value from a field as the Job Name Identifier, select Enrollment Fields then select a field from the list.
  4. Click Save Save Enrollment Design to save or Close to exit without saving.