Events Registrant Profile

Registering an Individual or Group for an event creates the Events Registrant Profile. The Profiles are the same for both Individuals and Organizations that have registered for a particular event, track, or session.

Events Registrant Profile Information

The Events Registrant Profile displays the following information:

Field Description
Event Displays the user-entered event name. Links to the Event Planning profile.
Reg ID Displays the system generated registrant id.
Registrant Displays the full individual name. Links to the Individual profile.
Organization Name Displays the name of the registrant’s organization.
Source Code Displays the source code for this Event.
Registration Type Displays the registration type for this registrant.
Attended? Displays a check if the registrant did attend this Event.
On Wait List? Displays a check if the registrant is on the wait list for this Event.
Waiver Required

Displays whether the registered event is a waiver specific or not. If the Waiver Required field displays Yes flag, then the Attestation Completed field will be visible.

The Attestation Completed field displays whether or not the attestation is completed for the registrant (Yes or No).

If the field displays Yes flag, then the other attestation related fields with details will be visible, such as:

  • Attestation Type: Displays the mode of attestation submitted by the registrant (Email, eWeb, Phone, or Paper).

  • Attestation Entered By: Displays the username of the staff user who has completed the attestation information on behalf of the customer or the email id/username of the customer, if attestation was completed through eWeb.

  • Date Of Attestation: Displays the date and time when the waiver attestation was completed.

  • Attestation Signed: Displays the name entered by the registrant in the Full name field while completing the waiver attestation through eWeb.

    Note: The Attestation Signed field will be blank if the attestation was completed by a staff user on behalf of the customer through iWeb.

Contact Info Displays the contact information shared by the registrant (Phone, Fax, E-Mail Address, Website). Also, displays the preferred communication method if selected by the registrant.
Address Info Displays the registrant's full address.
Badge Info Displays the badge information (Badge Name and Title) of the registrant.

Events Registrant Profile Actions

You can perform the following actions from the Events Registrant Profile:

  • Add Registrant Info
  • Edit Demographics
  • Edit Events registrant
  • Edit Event specific demographics
  • Edit Waiver (this action link is available when registered for Waiver-required Events)

  • Perform the following actions on the registrant:
    • Add tracks/sessions
    • Cancel
    • Registrant substitute
    • Send updated confirmation
    • Transfer registrant wizard

Events Registrant Child Forms

The child forms section of the Events Registrant Profile is divided into several tabs. Each tab contains child forms with information related to the Events Registrant.

The following tabs are available:

  • General
  • Financial
  • Faculty
  • Sponsor
  • Housing
  • Ribbons
  • Exam Info

General Tab

Use the General tab to view the following child forms:

  • Session Registration
  • Track Registration
  • Substitutions
  • Guests
  • Gifts to the Registrant
  • Gifts Due to Fundraising Events / Sessions
  • Registrant waiver history

Financial Tab

Use the Financial tab to view the following child forms:

  • Invoice
  • Order

Faculty Tab

Use the Faculty tab to view the following child forms:

  • Speaker assignments

  • Staff assignment

  • Volunteer assignment

Sponsor Tab

Use the Sponsor tab to view the following child form:

  • Sponsor Contacts

Housing Tab

Use the Housing tab to view the following child form:

  • Housing request / travel

Ribbons Tab

Use the Ribbons tab to view the following child form:

  • Ribbons

Exam info Tab

Use the Exam info tab to view the following child forms:

  • Exam Graders
  • Exam Scores