Creating participant enrollment forms in Clearance - Clearance

Genetec Clearance™ User Guide
Product
Clearance
Content type
Guides > User guides
Language
English
Last updated
2024-09-26

System administrators can create participant enrollment forms in Clearance to register local businesses and residents as participants in public safety initiatives. These forms can be customized and are used to capture participant information and enroll them in the Clearance registry.

Before you begin

What you should know

  • Users or groups in the Manage forms security policy can create or modify participant enrollment forms. System administrators is the default value for the policy.

Procedure

  1. Click Configurations > Forms.
  2. Click Create enrollment form .
    The Forms page in Clearance showing a list of forms and associated metadata.
  3. Enter a Name and Support email for the enrollment form.
  4. (Optional) Enter a Project name, Description, and Picture for the enrollment form.
    Draft participant enrollment form in Clearance.
  5. Drag form elements from the list into the Editor pane as needed and move to the required position in the form.
    The participant enrollment form in Clearance showing a list of elements supported in the form.
  6. Click Edit () in each form element to modify the form contents and options.
    1. (Optional) Configure Header options.
      Header
      Label
      Enter the name or title of the form element.
      Type
      Select the subheading font size you require.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    2. (Optional) Configure Paragraph options.
      Paragraph
      Content
      Enter the content that you require.
      Type
      Specifies the paragraph formatting required. Choose one of the following: paragraph, address, block quote, canvas, or output.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    3. (Optional) Configure Text field options.
      Text field
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
      Max Length
      Specifies the maximum number of numeric characters in the field. For example, you could specify 50 characters or you could set field length to match a use case like badge number length.
    4. (Optional) Configure Text area options.
      Text area
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
      Max Length
      Specifies the maximum number of numeric characters in the field. For example, you could specify 50 characters or you could set field length to match a use case like badge number length.
    5. (Optional) Configure Check box group options.
      Check box group
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Inline
      Select the check box to display multiple check box options in a line.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Options
      If you want to pre-fill the options, select one or more check boxes. Enter a name or title for each check box option.
      Add Option+
      Add additional option choice elements.
    6. (Optional) Configure Radio button group options.
      Radio button group
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Inline
      Select the check box to display multiple radio button options in a line.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Options
      If you want to pre-fill the options, select a radio button. Enter a name or title for each radio button option.
      Add Option+
      Add additional option choice elements.
    7. (Optional) Configure Drop-down options.
      Drop-down
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    8. (Optional) Configure Date field options.
      Date field
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
    9. (Optional) Configure File upload options.
      File upload
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    10. Configure Participant location options.
      Label Address
      Specifies the participant's address.
      Label Latitude
      Specifies the latitude of participant's location.
      Label Longitude
      Specifies the longitude of participant's location.
  7. (Optional) Click to copy a form element.
  8. (Optional) Click to remove a form element.
  9. Click Preview to see a rendered version of your request form.
    Example video request form Preview of a participant enrollment form in Clearance with the predefined fields included.
  10. Click Save to apply your changes.
  11. Click Publish.
  12. Add a Form URL tag to your participant enrollment form link.
    Publish form window in Clearance showing the participant portal location and form URL tag.
  13. Click Publish.
  14. (Optional) To create a copy of this form, click More () and then click Clone ().

Results

Forms are now available to facilitate participant enrollment in public safety initiatives.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.

After you finish

Embed your form on your organization's website.
Parent topic: Creating forms in Clearance