Configure Enrollment Design Settings

The enrollment design settings include the name of the enrollment design, the tab order for the fields during enrollment, the actions an enrollment design has permissions to perform, whether enrollment data is stored on an external database, and the enrollment's description.

1. Click Settings in the left pane. The Enrollment Design settings page opens.
2. In the General Settings section:
   1. Enter the Enrollment Design Name.
   2. Select the Tab Order. Tab order determines which field is selected after pressing the Tab key.
      1. Horizontal: Pressing Tab selects the field to the right of the currently selected field. If the selected field is at the right end of a row, pressing Tab selects the first field in the next row.
      2. Vertical: Pressing Tab selects the field below the currently selected field. If the selected field is at the bottom of a column, pressing Tab selects the first field in the column to the right.
   3. (Optional) Rearrange the order of fields by clicking dragging them to their preferred order. Note: Ensure that horizontal rows and vertical columns are evenly aligned when removing or rearranging the order of fields.
   4. Enter a Description to provide more information about the enrollment design.
3. In the Enrollment Action Settings section:
   1. Select the checkbox beside New (Insert) to allow the enrollment process to create new records.
   2. Select the checkbox beside Save (Update) to allow the enrollment process to update existing records.
   3. Select the checkbox beside Delete to allow the enrollment process to delete existing records.
   4. Select the checkbox beside Search to allow the enrollment process to search existing records.
4. In the Database Settings section:
   1. Select Use External Database?.
   2. Choose an External Database from the drop-down list. A confirmation dialog box appears.

   Note: For more information, refer to Enable and Configure an External Database for Enrollments.

5. In the Print Job Identifier section:
   1. Select a text type from the Print Job Identifier dropdown menu.

Note: Print Job Identifiers provide specific search filtering for print jobs in the Print Queue page.

6. Click Save .