These steps are helpful if you require an annual waiver to be completed for your club or community. By duplicating the previous year's Waiver, you can easily make your edits to a new Waiver and require its completion for the year.
Step 1: Duplicate last year's Waiver form
Navigate to Forms on the left hand menu. Hover over the previous year's Waiver and select Duplicate.
Step 2: Deactivate last year's Waiver form
Hover over the Active button next to the previous year's Waiver and toggle it to Inactive. Any entries from previous year will still be accessible.
Step 3: Edit current year's Waiver form
You will want to update the form to reflect the current year's verbiage and year, if applicable. Update any information in the Waiver form itself. The Waiver form MUST have the Member Splash : Acct # (Hidden) and either Consent or Terms of Service fields.
Settings > Form Settings:
Change Form Title and Description, if necessary.
At the bottom of the form navigate to Member Splash Options. Waiver Form? should be checked. When checked, the Waiver Form will appear in the member's account as a blue page icon next to their name.
Once the Waiver form is completed, the forms will show up on the Check In Screen as completed.
Update the rule type if it has changed from the previous year. Examples are below:
Require only one Adult (the primary account member) to complete:
Require all Adults to complete:
Save Settings
Step 4: Create an Account Tag feed (optional but helpful)
Follow these steps if you would like to add new account tag and/or remove old tags to help identify accounts that have completed the Waiver form.
Create a new Account Tag
1. Navigate to the Dashboard > Membership > Settings gear in the top left corner of blue menu bar.
2. Select Manage Account Tags
3. Create a new Account Tag to be used for the current year's Waiver form.
4. Close out of Settings.
Navigate back to the current year's Waiver Form.
1. Within the form navigate to Settings > Account Tags
2. Select Add New
3. The Feed Need can be changed or remain as is.
4. Account Tags to Add: select the appropriate Account Tag to add when the Waiver form is completed.
5. Account Tags to Delete (optional): select the appropriate Account Tag to delete when the Waiver form is completed. Reminder: if you remove an old tag, you still have access to the previous year's Waiver entries, if necessary.
5. Field: Account # should match with Form Field Acct #
6. Condition: check Enable Condition
If your form includes a Consent field:
If your form includes a Terms of Service field:
Once the Waiver form is completed, the Account will automatically be tagged which allows admins to easily search via Account reporting. Creating a New Filter based on Account Tag can help facilitate this process even faster! Check out this article for more information.