When a website user saves a reenrollment form, the program stores the data in the website database. When the user submits the form, the program sends the data to the Online Reenrollment Plug-in. In the plug-in, you can edit the user’s data and search for matching records in The Education Edge for the user and any relationships. You can also format how to convert address and name fields. For example, you can convert long name to abbreviation name in address fields, such as Street to St. When you are satisfied with the data, you can process it to create or update records in The Education Edge.
To access the plug-in, click Process submitted reenrollment forms on the NetCommunity page in The Education Edge. The number below the link indicates how many forms were submitted since you last processed forms on the NetCommunity page.
The plug-in is divided into two grids. In the records grid on the top, an entry appears for each unprocessed form that a user submits on your website. In the form data grid on the bottom, data appears for the form you select in the records grid.
In the records grid, each entry displays the name of the user, the date the form was submitted, the form name, and the payment status. You can also quickly see which sections contain new data, how many fields have been changed compared to what currently exists on the record, and which sections contain the changed fields.
In this grid, you can delete forms, manage matching records from The Education Edge, and refresh the grid with forms submitted after you opened the plug-in.
To edit the data on a form, select it in the records grid. The user’s data appears in the form data grid. In this grid, you can edit responses for each field on the form. The form data grid is divided into the same sections that appear in the form. When you select a section, the grid displays the fields for that section and hides all other fields. However, you can also use the Expand All and Collapse All buttons to show or hide all the sections. The Name column displays the field names, the Record column displays what appears on the record in The Education Edge, and the Form Value column displays the data that users submit. In the Adjusted Value column, you can edit the entries as necessary. For example, you can correct typos or change entries on behalf of users after they submit forms.
The toolbar in the form data grid allows you to process forms and view matches for the user’s relationships. When you are satisfied with the form, you can process it to create and update records in The Education Edge. To process a form, click Process Form. The plug-in creates or updates records in The Education Edge for the user and any relationships.
Warning: Before you process forms, we recommend you close all records in The Education Edge. When the plug-in processes forms with matching records, it updates existing records in The Education Edge. However, if a matching record is open, the update may fail.