Design Enrollments

Enrollment designs control the fields and pages that the Operator user uses to enroll applicants.

The enrollment designer provides tools to create or modify the appearance of steps and fields, change the settings for steps and fields, and change the order of steps, fields, and pages on the enrollment form.

Entire enrollment designs can also be copied and re-used via the Save As feature (refer to Copy an Enrollment Design).

  1. Either generate an enrollment from a Credential Design (refer to Generate an Enrollment Design) or create a separate enrollment design (refer to Generate a New Enrollment Design).
  2. Open the enrollment design, or continue to edit the newly created separate enrollment design. To open an existing design:
    1. From the Main Menu Main Menu Icon, select Enrollment Designs. The Enrollment Designs page opens.
    2. Click on an enrollment design name. The enrollment design opens in the Enrollment Designer.
  3. Modify the appearance of the enrollment design by adding or updating fields and the name of the Enrollment Design. For instructions, refer to Enrollment Appearance.
  4. Configure field properties to meet the needs of the enrollment process. For instructions, refer to the following pages:
  5. Configure steps in the enrollment design to meet the needs of the enrollment process. This includes creating, renaming, moving, or deleting steps. For instructions, refer to Add or Configure Enrollment Design Steps.
  6. Edit the enrollment design settings to add a description or change the tab order. For instructions, refer to Configure Enrollment Design Settings.
  7. Edit the enrollment search settings to customize the fields displayed when searching for enrollments. For instructions, refer to Configure Enrollment Search Settings.
  8. For separate enrollment designs that have been manually generated, link the fields created to a new or existing credential design. For instructions, refer to Field Connections.