Before you begin
Staff need template permission. The chapter must be linked, consent to templates, and use an account with the matching chapter permission.
Steps
- 1
Organization staff create and preview a supported template.
- 2
A consenting chapter opens the available template and previews every field or item.
- 3
For a recruitment form, choose a local cycle before adoption.
- 4
Adopt to create a new local copy; activate or edit that copy through the chapter's normal workflow.
Important notes
- Adoption is replay-safe, never silently overwrites existing records, and later template edits do not propagate.
- Recruitment forms begin as drafts. Education and program data or templates are not exposed through organization sharing.
- University tools are in private invited pilots; Fall 2027 launch planned. University platform billing is paused. Councils are internal teams; national self-service is on hold.
- Education and program details and derived metrics are excluded from routine organization sharing and standard support access.
Related guides
OfficersOrganization staff
Build recruitment and intake forms
Create a public form from chapter fields or an organization template without overwriting existing forms.
Read guideOfficersOrganization staff
Manage an organization connection and sharing
Approve a university pilot connection, choose each shared total, and revoke access immediately.
Read guide