Personal Step

VETenrol Admin Config Card for Registration Steps Personal is a category of Registration Steps, which is accessed from the Configuration (VETenrol Admin Icon Config) page in the VETenrol Admin.

These settings apply to the Personal step, which is the first step of the standard registration process.

VETenrol Admin Step page

Key aspects of the Personal category:



Personal step options

The options in this section are:

VETenrol Admin page section



Do not collect Title

Toggle this option to show or hide the Title field.

For example:

VETenrol Personal Step of Standard Rego with Default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego without Title field

Enabled ( ticked box )



Remove option for Single Name

Toggle this option to exclude or include the single name checkbox.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box )

VETenrol Personal Step of Standard Rego without Single name option

Enabled ( ticked box - default)



Collect Preferred Name

Toggle this option to enable or disable the Preferred Name field.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego with Preferred Name field

Enabled ( ticked box )



Collect Former Family Name

Toggle this option to enable or disable the Former Family Name field.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard rego with Former Family Name field

Enabled ( ticked box )



Do not collect Gender

Toggle this option to include or remove the Gender field.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego without gender

Enabled ( ticked box )



Mandate Gender

Toggle this option to make the Gender field mandatory or optional.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego width Gender mandatory

Enabled ( ticked box )



Collect External Debtor Code

Toggle this option to show or hide the External Code section. If enabled, the code collected here will be stored in VETtrak's external code field.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego with External Code feature

Enabled ( ticked box )


Note

The default text for heading, description and label shown in the screenshots above can be overridden by request. Changes apply to the account as a global setting and cannot be adjusted per programme, etc.



Personal Information Notice

This section controls the text displayed at the Personal step beneath the Personal Information heading.

VETenrol Admin Personal Information Notice section

  • Type plain text or html directly into the field.
  • Alternatively, click VETenrol Admin Pencil icon to open the Editor, where text can be entered and formatted, then click Apply and the resulting html will be inserted into the field. Click Save to commit the changes.



Returning Participant

This section controls the settings for the login section that can be displayed at the Personal step.

VETenrol Admin Returning Participant section



Include Returning Participant feature

Toggle this option to enable or disable the student login feature. By logging in, a user’s details are retrieved from VETtrak pre-filling the registration where details are available.

For example:

VETenrol Personal Step of Standard Rego with default options

Disabled ( unticked box - default)

VETenrol Personal Step of Standard Rego with Returning feature

Enabled ( ticked box )



Allow "Easy" returning participant

Toggle this option to allow the entry of a participant ID in place of User name and Password. The 'Enable Returning Participant feature' setting must be enabled to use this option.

For example:

VETenrol Personal Step of Standard Rego with normal Returns feature

Disabled ( unticked box )

VETenrol Personal Step of Standard Rego with Easy Returns feature

Enabled ( ticked box )


This option is less secure, please consider security and privacy risks before choosing to enable this feature.



Allow password reset using Student Portal

Toggle this option to include a forgotten password link in the Returning Participant section. User must enter their name and date of birth at the Personal step for matching and their client record in VETtrak must have a valid email address. The 'Enable Returning Participant feature' setting must be enabled to use this option.


Feature requires VETtrak version 22.1+

VETtrak must have the correct Student Portal URL in Global Preferences and a staff member/email address to send user-initiated password reset emails via Security Settings.



Notice

This setting controls the text displayed under the Returning Participant heading. There is no default text description provided.

  • Type plain text or html directly into the field.
  • Alternatively, click VETenrol Admin Pencil icon to open the Editor, where text can be entered and formatted, then click Apply and the resulting html will be inserted into the field. Click Save to commit the changes.

For example:

VETenrol Personal Step of Standard Rego with normal Returns feature

Default display of the Returning Participant section.

VETenrol Personal Step of Standard Rego with Easy Returns feature

Display with a customised Notice entered in the Admin.


Next: Details Step


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