Troubleshooting and FAQs for Terms and Conditions Troubleshooting Common Issues

Troubleshooting Common Issues

1. Required Phrase Not Being Recognized

   • Issue: Registrants report that the system does not accept the required phrase, even when entered correctly.
   • Solution: Ensure that the phrase is entered exactly as it was set, without extra spaces. Although the system is not case-sensitive, special characters or formatting issues (like invisible spaces) could cause problems. If the issue persists, try simplifying the phrase or removing any special characters.

2. Document Not Appearing During Registration

   • Issue: A Terms and Conditions document is not being presented to registrants during the registration process.
   • Solution: Check that the document is in the Finalized state and that it is associated with the correct roster. Only finalized documents will appear during registration. Also, verify that the registration period is active and that there are no conflicts with other documents.

3. Opt-Out Option Not Available

   • Issue: Registrants are not seeing the option to opt out, even though the document is configured to allow it.
   • Solution: Double-check that the Opt-Out Enabled checkbox is selected in the document editor. If it is, ensure that the document is in the Finalized state and that the registration process is working as expected.

4. Reverting to a Previous Document Version

   • Issue: You want to revert to a previous version of a Terms and Conditions document but are unsure how to do so.
   • Solution: In the document editor, select the revision you want to revert to from the revision history list. Copy the content of that version and create a new draft. Paste the copied content into the new draft, make any necessary adjustments, and then finalize the document.

Frequently Asked Questions (FAQs)

1. Can I have multiple Terms and Conditions documents?

   • Answer: Yes, you can create as many Terms and Conditions documents as your organization needs. Each document can be associated with specific rosters and managed independently.

2. Is the Required Phrase case-sensitive?

   • Answer: No, the Required Phrase is not case-sensitive. Registrants can enter the phrase in any combination of uppercase and lowercase letters, and it will be recognized correctly.

3. Can registrants opt out of critical documents like the Code of Conduct?

   • Answer: While the Opt-Out feature provides flexibility, it's important to carefully consider which documents allow opt-out. For critical documents like the Code of Conduct, you may prefer not to enable the opt-out option to ensure compliance.

4. How can I track who has opted out of a document?

   • Answer: You can track opt-outs by running the Registration Terms report in the Reports module. This report will show you the names and accounts of registrants who opted out, along with the specific document they opted out of.

5. What happens to retired documents?

   • Answer: Retired documents are no longer presented during registration but remain in the system for historical reference. You can view, but not edit, retired documents.

6. Can I localize Terms and Conditions documents for different languages?

   • Answer: Currently, Terms and Conditions documents are not localized. Each document is created in one language and is presented as such to all registrants. If you need to offer documents in multiple languages, you may need to create separate documents for each language.