Administrators or Users with the Provider Setup Administrative Role are able to set up Signup Agreements.
Create New Signup Agreement
- Click on the New link under the Signup Agreement section of the FirstPage or Dashboad of the Admin mode.
- Clicking on the New link opens the Create New Signup Agreement page. You may fill in the Title, Details and Type fields. The Type field has two options as mentioned below:
- First time login: This option requires the user to accept the agreement when the user logs in and views the agreement for the first time and is not required on subsequent login attempts.
- Every Login: This option requires the user to accept the agreement every time the user logs in to the account.
Note
When a user logs in, the latest Policy Acknowledgement page will appear first.
3. Clicking on the 'Save' button, takes you to the following page:
Signup Agreement List
- Click on the List link under the Signup Agreement section of the FirstPage or Dashboad of the Admin mode.
- The Signup Agreement List page displays the list of the Policy Acknowledgement entries created for the agency. Click on the Title to update the agreement.
- On the Update Signup Agreement page you may update the Title and Details field.
Type of the Signup Agreement can not be edited once an Agreement is created.
- If the agreement is currently inactive, the you may click on the 'Activate' button to activate the signup agreement.
- If the agreement is currently active, the you may deactivate the agreement by clicking on the Deactivate button. The agreement can be activated later, if necessary.
- If any user has already acknowledged an agreement, then you can view them by clicking on the Show Signed user List button.
You may export this list to an Excel spreadsheet by by clicking on the Export to Excel link located at the bottom of the Signed User List page.