Personal Step

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

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

Key aspects of the Personal category:

• Sections:
  • Personal step options
  • Personal Information
  • Returning Participant
• Save
  This button commits any changes to the settings. It appears to the right of the navigation area and at the bottom of the page. Saving will keep changes to settings made across tabs.

Personal step options

The options in this section are:

• Do not collect Title
• Remove option for Single Name
• Collect Preferred Name
• Collect Former Family Name
• Do not collect Gender
• Mandate gender
• Collect External Debtor Code

Do not collect Title

Toggle this option to show or hide the Title field.

For example:

Remove option for Single Name

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

For example:

Collect Preferred Name

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

For example:

Collect Former Family Name

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

For example:

Do not collect Gender

Toggle this option to include or remove the Gender field.

For example:

Mandate Gender

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

For example:

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:

Personal Information Notice

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

• Type plain text or html directly into the field.
• Alternatively, click 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.

• Include Returning Participant feature
• Allow 'Easy' returning participant
• Allow password reset using Student Portal
• Notice

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:

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:

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.

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 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:

Next: Details Step