This documentation is effective as of Regent Release 6.5.0.0.
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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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| title | Information Tab Fields |
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Information Field Name | Required/Optional | Description | Field Type | Field Options |
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Name | Required | The text entered in this field is the smart form name displayed in the Smart Form Manager and the Query Tool in Regent. Note: This is not the smart form name displayed in the Student Portal. | Textbox | | Federal Award Year | Required | All smart forms require a FAY selection. A FAY scope document configured is linked to the applicable smart form with the corresponding FAY selected here. If the document is configured as student scope, any FAY selection is acceptable. | Dropdown | | Start Date | Required | The date entered here will be used as the effective start date for the smart form. | Calendar Date | | End Date | Required | The date entered here will be used as the effective end date for the smart form. | Calendar Date | | Smart Form Type | Required | The Smart Form Type selected is used to link the smart form to the document in Document Setup. | Checkbox | | Code | Required | The text entered here will be used as a short name to identify the smart form in the Smart Form Manager and Query Tool. | Textbox Allows alpha-numeric characters without spaces | | Revision Number | Required | This field allows users to track different versions of a Smart Form when changes are made. | Numeric | | Make Regent Data Available | Demographic Information | Optional | When this option is selected, the Demographic Information saved in Regent is made available to the smart form. | Checkbox | Selected Not Selected (Default)
| ISIR Information | Optional | When this is selected, the ISIR Information saved in Regent is made available to the smart form. | Checkbox | Selected Not Selected (Default)
| Student Portal Authorizations | Optional | When this is selected, the Student Portal Authorizations saved in Regent is made available to the smart form. | Checkbox | Selected Not Selected (Default)
| UDF Information | Optional | When this is selected, User Defined Field information saved in Regent is made available to the smart form. | Checkbox | Selected Not Selected (Default)
| Regent Access | Optional | When this is selected, the Regent Access configured state code saved in Regen is made available to the smart form. Note: This is only applicable to clients that have a Regent Access license. | Checkbox | Selected Not Selected (Default)
| Fund Information | Optional | When this is selected, the Fund Name and Donor Name are made available to the smart form. | Checkbox | Selected Not Selected (Default)
| Additional Information and Advanced Settings | Smart Form Id | | A system-generated ID that is created and associated when creating a new smart form. | Textbox (Read-only) | | Created At | | The date on which a new smart form was created. | Textbox (Read-only) | | Modified At | | The last date on which a smart form was modified. | Textbox (Read-only) | |
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