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This documentation is effective as of Regent Release 6.5.0.0.

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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

    6. Any forms related to State Fund awarding

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

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

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

  5. 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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