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In Regent’s Smart Form Manager tool, clients with a Regent Fund or Regent Review license can create new smart forms, edit client-created smart forms, and import smart forms from different instances (e.g. QA to Production). Smart forms can be designed using conditional logic to tailor each question to the individual completing the form. Document workflows can leverage the use of smart forms in managing the notification, submission, and review of an application.

Clients are not required to create, edit, or manage their own custom smart forms. Clients may continue to engage Regent for support in creating, editing, or updating any custom smart forms.

Please note the following warnings regarding Smart Form Manager:

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Note

PLEASE NOTE the following important warnings and guidance regarding Smart Form Manager:

  1. Clients must not make changes to any of Regent’s standard smart forms, including:

    1. All Verification Worksheets

    2. FERPA Authorizations

    3. Thank You Note

    4. Title IV Authorizations

    5. MHEC Remain Drug Free

Note
  1. Clients must contact their Regent Account Manager/Project Manager prior to making changes to any existing customsmart form.

Note
  1. Clients should never create or edit smart forms directly in Production. Always create/edit and fully validate smart forms in a QA instance, then import/upload a successfully validated smart form to Production.

  1. Clients should save/export smart forms drafted in a QA to prevent overwriting by scheduled or ad-hoc restores.

  1. Any data clean-up efforts that are required as a result of client actions on smart forms may require a Statement of Work (SOW) with associated costs paid by the client.

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In the UI, the user will be presented with key data fields to be completed. Fields names indicated in red textare required. After the data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the Start Date and End Date values that were entered. Four tabs are used to setup the general information for the smart form:

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