How can I manage registration, waiver, and follow-up forms?

As part of your program management with Jumbula, you can manage your registration, follow-up, and waiver forms. You have options to archive and delete forms. Additionally, you can edit, copy, rename, and change the usage of forms across multiple programs.

Follow the instructions below to manage the forms

• Go to the Admin Dashboard > Toolbox > Forms

• Choose the type of form you want to manage (Registration, Follow up, or Waiver)

Note: The process for managing Registration, Follow-ups, and Waivers is the same. In this article, we use Registration form management as an example. The same steps apply to Follow-ups and Waivers.

1. Use the search filter to find your desired form
   
2. Hover over ... button under the Actions column. This will open a dropdown menu with several options:

1. Usage: View where and in which programs this form has been used.

1. View/Edit: Customize your form by adding new sections or removing existing ones. The form is fully customizable.

1. Copy: Duplicate the form to avoid creating a new form from scratch.

1. Rename: Change the current name of the form to your desired name.

1. Delete: Permanently remove the form from the program setup list.

1. Archive: Move the form to the archive.
   

Contact us

Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

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