Entering New Nominee Information Online

If your users decide to enter a nomination for a customer that does not already exist in your association’s database, the next step is to enter the new nominee information.

image019.gifIf the user chooses to self-nominate or enter a nomination for an existing customer, this step is skipped and they are taken straight to the Nominee Details page.

Customer Impact

After the user has selected the awards program and clicked Enter nominee information, the New Nominee page is displayed.

 

If the new nominee is an individual, the following form is displayed:

New_nominee_individual.png

If the new nominee is an organization, the following form is displayed:

New_nominee_organization.png

image019.gifA red asterisk (*) indicates a required field.

After the user is finished entering the new nominee’s information, they must click Next to proceed. If they decide they would like to venture back to the Awards Program & Nominee page and possibly select a different nominee option, they can click Previous to navigate back.

Web Forms Designer Setup

Below is a screenshot of the second page (New Nominee) of the Awards Program Nomination workflow as it appears in Personify Web Forms Designer.

New_Nominee.png

All text on this page is editable by your organization. You can also add new controls, such as an image control, to show your association’s logo.

Configurable Options and Business Rules

·            Organization
When entering new nominee information, the web user must choose between an individual or organization. Entering new nominee information for an organization requires that a customer class of “COMPANY” be set up in the back-office for awards.