Learn to handle, approve, and manage consent forms digitally and physically with ONR’s comprehensive admin guide.
In this detailed video tutorial, Carlos Rivas from ONR guides administrators through the essential steps for managing digital and physical consent forms using the administrator panel within the Consents module on the ONR platform. The tutorial covers several key areas:
1. Logging In and Navigating the Platform: Carlos starts by demonstrating how to log into the power admin account and locate the participation and approvals module.
2. Reviewing and Processing Consents:
• Digital Consents: Carlos explains how to activate and review consent forms submitted by owners for electronic notices and online voting, including how to approve these consents or request additional signatures if necessary.
• Physical Consents: The process for handling consent forms that owners submit physically, either in-office or via email, is also covered. Carlos shows how to add these consents to the system, ensuring they are correctly dated and uploaded.
3. Downloading and Updating Records: Once consents are approved, Carlos demonstrates how to download them for record-keeping and update the association’s records accordingly.
4.Using the Consent Module’s Features: Throughout the tutorial, Carlos discusses the functionality of the consents module, including viewing general information about each consent, checking compliance details, and utilizing the export report feature for monitoring opt-ins.
5.Setting Reminders and Notifications: Carlos provides guidance on how to use the reminders tab to send out electronic notifications to owners who have not yet completed their consents, helping to maximize owner participation and compliance.
6.Archiving and Record-Keeping: The archive tab’s role in maintaining an organized record of all processed and revoked consents is explained, highlighting its importance for effective bookkeeping.
This tutorial is an invaluable resource for ONR platform administrators tasked with the management of consent forms, ensuring they are equipped to handle this critical aspect of association management efficiently and compliantly.
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