Registration forms are an essential tool for collecting and verifying family census data within your directory. These forms help ensure accurate records for both registered and non-registered families. You can generate two types of forms: Auto-filled, which pre-populates fields with existing family data for easy verification, and Blank, which provides empty fields for gathering new information. Additionally, you can customize the form language to display field labels in English, Spanish, or both. This article explains how to create and customize registration forms to streamline data collection and maintain up-to-date family records.
- Auto-filled: Contains fields automatically populated with a family's current data. Auto-filled forms are helpful in verifying that the information you currently have for registered families is correct. For example, you can generate the form and then print it so that a family can review it and make changes directly on the printed form. You can update the family's record based on the changes provided.
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Blank: Contains field labels but no content. Blank forms are useful for collecting information from non-registered families. For example, you can print each family's form and ask them to complete the information in the fields. You can then use the form to enter the family's data into your software (See image below).
- You can also customize the form language to display field labels in English, Español (Spanish), or English and Español (Spanish).
Create Registration Forms:
- From the Report Type menu, select Census. Then, select Registration Forms from the Report menu. The Registration Forms setup is displayed. For example:
- If the text in a column extends beyond the column's width, it is truncated and shown with an ellipsis (...). Position your mouse (without clicking) on top of the ellipsis to make all of the text visible.
- Select the families. Do one of the following:
- If you are creating forms for specific families, select the desired names in the grid. You must select at least one family.
- To find a family, use the column header search fields. For details on using the search fields to locate a record, go to Column Header Search Filters.
- If you are creating forms for all families, select the Select All checkbox in the header. (The checkbox is located to the left of the Family column.) Then, click the Select all # records link to select all families listed in the grid.
- The Registration Status section contains options that |let yo generate forms for families that have a specific registration status. Select one or both of the following:
- Registered Families: registered families
- Non-Registered Families: non-registered families
- In the Report Options section, specify the form's contents. Select one of the following:
- Auto Fill: generates a form in which all fields are auto-populated with the family's current data. If no data is available for a given field, the software leaves the field blank.
- Blank Form: generates a form with labeled fields. All fields are blank.
- In the Language Options section, select the language to use for the form's field labels. Choose English, Español (Spanish), or English & Español (Spanish).
- Generate the forms. To do this, click Click Here to View Report. The forms open in the Report Viewer.
- Use the toolbar controls to print, save, or export the report. For details, go to How to Print, View, and Save Reports.
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