When creating a Registration Wizard for children, you can name or even create a user for one or two Parents at the same time.
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This guide is based on the Parent Element of the Registration Wizard, for general help with creating the Registration Wizard as a whole, follow this guide: How to Create a Registration Wizard |
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For a step-by-step guide on how to create a Registration Wizard including the Parent Element, follow this guide: https://simmetrics.atlassian.net/wiki/x/QQBNrQ |
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Click Add Element > Parent.
Complete the wizard:
Which parent is this: Select “Parent 1”.
Default from logged-in user: This should only be set to “Yes” if the user completing the wizard is expected to be already logged-in and the wizard is designed for registering subsequent children. If set to “Yes”, either the currently logged-in user or the currently logged-in user’s Parent will be set as the Parent of the new registrant. If set to “Yes” then no other fields will be required for this Parent element.
Parent is registrant: If set to “Yes”, the Parent will become the registrant instead of the child. The username, password, and consent responses will be assigned to the parent and they will be logged in when the Registration Wizard has been completed. If set to “No”, just the Parent’s name will be recorded and the registrant will be the child.
Parent term: If you want to use another term to “Parent”, you can set it here.
Title: Choose if the Title field is hidden, optional, or required; set the Caption for the field; and enter any help text for the field.
Forename: Choose if the Forename field is hidden, optional, or required; set the Caption for the field; and enter any help text for the field.
Surname: Choose if the Surname field is hidden, optional, or required; set the Caption for the field; and enter any help text for the field.
OK: Once happy with the details, click “OK” to add the element to the Registration Wizard.
If you want to add the Parent Element again to collect information about a second parent, repeat steps 1 and 2, but select “Parent 2” for step 2a.
When adding the Parent element and having the Parent as a registrant (step 2c), it is often a good idea to also add the Family Groups element. Learn more about Family Groups in this guide: Family Group Administration
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When including a Parent element in a Registration Wizard where the parent is registered at the same time as the child applicant, you can run into a problem with siblings. If you are not careful, when using the same Registration Wizard as the first child, you can end up with a duplicate account for the parent. This will then create extra admin to merge the duplicate accounts. Instead, you should create a duplicate Registration Wizard, for additional children only, and make sure that the “Default from logged-in user” is set to “Yes” in step 2b above. If applied to both Parent 1 and Parent 2 the system will assign both parents to the additional child, without creating duplicates.
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This is also covered in this guide: https://simmetrics.atlassian.net/wiki/x/QQBNrQ |
Editing Parents
The parent of any user can be edited by the user, a member of their Family Group, or an administrator at any time. To do this:
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