Intake Questions

The intake questions configuration panel allows organizations to specify custom questions to be gathered during the enrollment phase.

The answers to these questions can be used for later decisions in access control, printing, and even relying party automations. A pdf form can also be configured.

Prerequisites

Login with System Manager permissions Role Definitions

To Add or Manage Intake Questions

You can create new questions as well as edit and delete existing questions through the configurable Intake Question section.

Item	Procedure	Example
1	Click Administration and select Credential Types.
2	Select a Credential Policy and press the corresponding gear button. Press Configure Policy.
3	Select the Intake Questions tab. Press the Add button to create questions and answer selection.
4	In the Label section, enter the name of the question as it should appear on the question screen.
5	In the Name section, create the attribute name for this value. *This name field must not have any spaces.
6	In the Control Type Section, enter textbox. Note: to use the IDMS User ID as way to obtain an 8-digit number, specify the idmsUserId as the Control Type.	Textbox IDMS User ID
7	In the Field Type, enter text.
8	In the Required section, enter True.
9	Press the Save button.

Note: To edit existing questions, go to the Intake Questions section, select the edit button. Press the delete button to delete the existing question.

If multiple questions are configured, select the question you want to modify, then select edit or delete accordingly.

Advanced Objects to Include on the Intake Form

Item	Description
autoGeneratedExpirationDate	Will auto generate the expiration date based on the years of the card expiry configuration.
dropdown To add the dropdown elements, add the following JSON to the Options [ {"key":"OptionOne","value":"OptionOne}, {"key":"OptionOne","value":"OptionOne"}, {"key":"OptionOne","value":"OptionOne"} ]	Creates a selection dropdown.
idmsUserId	Creates an 8-digit value derived from the IDMS user ID. Add this value to the control type field.
sectionHeader	Design configuration to help provide separation for the form.

Adding a PDF Form

Item	Description	Example
1	Design the PDF form in an external tool such as Adobe.
2	Follow steps above to navigate to the Credential policy configuration and select the Intake Questions tab. Press the Add button to add the form.
3	In Label field, add the question or text you want the user to see on the screen.
4	In Name field, add the data value to capture. Note: Do not include spaces in field.
5	In Control Type field, specify value ‘pdfview’.
6	Select the Upload PDF Form button and upload the form. You can specify which role this should apply to as required and enter email for digitally signing.
7	Press Save to save form.