Using Forms on the User Portal

NeedThe Forms module allows end-users to communicate asubmit special requestrequests and applications, such as move-in assistance or event parking needs, directly through the User Portal. Its primary purpose is to yourcentralize communication and streamline the review and approval process for custom parking provider?arrangements. You'reThis inarticle is intended for OPS-COM administrators to help them understand and support the rightuser-facing place!forms Ifworkflow.

enabled,

Setup and Configuration

This feature requires the Forms module into OPSCOMbe letsactive youand easilyproperly submitconfigured requestswithin your environment.

Admin Side: Administrators must create, configure, and enable custom forms on the backend for thingsthem liketo move-in/move-outbe assistance,visible specialto parkingusers arrangements,on eventthe parkingportal. needs,Ensure that notification routing is configured so the appropriate staff members receive alerts when a new form is submitted.

User Side: Users access all available and more.enabled Let'sforms getdirectly thosefrom requeststheir rolling!portal ?dashboard upon logging in.

Quick

Using Steps:

this Feature

Administrators can use the following instructions to guide users through accessing, completing, and submitting a form.

Submitting a Form

1. Log in to the 'User Portal'.

Portal
2. Clickand click 'Forms'Forms to seeview what'sthe available.list of all available forms.

3. Click the 'Open Form'Form button next to the relevant request type to get started.

4. Fill out

   Enter all required information into the necessaryprovided information.fields.

5. Click the 'Submit'Submit button to send itthe off.completed form to the parking provider.

6. Look

   Review the page for a green confirmation message onto verify the page.

submission
7. Keepwas ansuccessful.
   eye on your email for an approval update from your parking provider.

Step-by-Step

Once Instructions:

a

user
1. Logsuccessfully insubmits a form, an automated confirmation email is immediately sent to the 'Usersystem Portal'.
administrator.
2. ClickAfter the administrator reviews and approves the form on 'Forms'.the Thisbackend, the user will takereceive youa separate follow-up email containing their approval update.

   Available Actions and Buttons

   • Open Form: Click this button next to a specific item in the 'Forms' page, where all available forms are listed.

   • Click the 'Open Form' buttonlist to open the form.data entry fields.

   • Complete

     Submit: Click this button at the bottom of the form asto needed.

   • Once done, clickfinalize the 'Submit'request button.and Yoursend completedthe data to the administrative team for review.

   ---

   Best Practices and Considerations

   • Monitor incoming requests: Administrators should actively monitor their email inboxes for new form willsubmission benotifications. sentPromptly toreviewing yourand approving these requests ensures a smooth operation and prevents delays for time-sensitive needs like event parking provider.

   or
   •  After submission, the admin will receive a confirmation email. On the page, you will see a green confirmation message (as shown move-in the image below). access.

   • Once your form is approved, you will receive an email from your parking provider.

Provide clear alternatives: If youa can'tuser cannot find a form for yourtheir specific request, don'tensure hesitatethey know how to contact yourthe parking provider directly!directly. Not every unique situation will have a dedicated form, so maintaining a clear alternative communication channel is essential for good customer service.