Customize your registration view and zip through your day!
We understand the frustration of searching for something that isn’t easy to find. Sometimes you may spend extra time searching for the car keys tucked away in your pocket, or the sunglasses that you forgot were on your head. If this sounds like you, you’re not alone.
When it comes to registration management, most people start with their registration dashboard to direct their priorities. Some people want to zero in on “Approval Status” to check anyone who is not yet approved. Some need to zero in on individual participants by last name, some need to sort by registration date.
There’s no one-size-fits-all approach. That is why FamilyID lets you customize your version of the registration view just the way you want it! With a busy day ahead of you, the last thing you want is to waste time looking for something that could be right in front of you. When you customize your registration view in FamilyID, you have the exact info you need at your fingertips each time you log in.
Seeing is believing, which is why we’ve included some screen grabs to help you along the way!
Select the columns in your view.
You can update the fields that display in your view for each registration in your list by selecting the Table View drop-down and choosing the EDIT option. Under “Choose fields”, you can select the fields you would like to see by checking the appropriate boxes. Remove any fields from your view by unchecking each checkbox.
You may also search for specific fields you want to include by hitting CTRL-F (for PC users) or Command-F (for Mac users) on your keyboard and typing the field you are looking for in the text box that appears.
For example, many schools find it helpful to pull their internal fields to this page such as the "Physical Date” field, so they can see all the critical criteria they need at a glance such as when a student’s physical expires.
To reorder your fields, select the grey bars next to any field and click and drag it to your desired position.
Sort your view by different headings.
When viewing your registration list, you may also reorder your columns by clicking the heading for each column and dragging it into place.
To sort your registration list by a column subject, you can click each heading of the column. For example, if you wanted to organize your registrations based on physical expiration date, you can click the heading that says, “Physical Date” and your registrations would reorder accordingly.
To quickly sort your registrations by registration, approval, and payment status, learn more about how our clickable graphs make registration management speedier than ever.
Sometimes what we are looking for is right under our nose, and when it comes to managing your registrations, FamilyID makes sure of it!
Are you a K-12 school?
Click here to learn more about how FamilyID helps schools run more efficiently. Call 1-800-311-4060 or email news@familyid.com to request more information and schedule a personal demo.
