Untracked Terms and Conditions can be rendered while completing a Petition by placing them in the Petition Conclusion of an Enrollment Flow. There is no enforcement of T&C (ie: the petitioner does not need to click anything other than the normal submit button) and there is no record kept of agreement.
This capability is not currently available (CO-925).
COmanage Registry can track agreement to Terms and Conditions for CO participants. In order to enable this feature, define Terms and Conditions via Organizations >> CO >> Configuration >> Terms and Conditions.
When defining Terms and Conditions, note the following fields:
Terms and Conditions at enrollment can be configured in several ways. This configuration is available per-Enrollment Flow.
When an Enrollment Flow is configured for either Explicit Consent or Implied Consent, the following constraints are applied:
T&C must be agreed to as part of a separate step, suitable for both self-signup and invitation flows.
Registry v4.0.0 and later support T&C for anonymous (unauthenticated) enrollments. The petition's Enrollee Token will be used as the authenticated identifier to allow for later (database level) audit, and the T&C Agreement will be correctly linked to the newly created CO Person record.
When an Enrollment Flow is configured for either Explicit Consent or Implied Consent, the following constraints are applied:
T&C must be agreed to as part of Petitioner Attributes, meaning they are primarily suitable for self-signup flows.
An already active CO Person can login to Registry and review Terms and Conditions via the My Identity menu.
In addition, a CO can enforce agreement to Terms and Conditions at login. This setting is enabled via CO Settings >> Terms and Conditions Mode. Note that current agreements are retrieved at login but enforced when a CO-specific page is retrieved. Therefore, if this setting is changed, currently logged in users will not be required to agree to pending Terms and Conditions until their next login.
Only login to Registry is affected, not to applications that are integrated with COmanage. In a future release, it may be possible to disable access to services until Terms and Conditions are agreed to (CO-928).
Requiring Terms and Conditions at login applies to CO and COU administrators as well, and they will be required to agree to any pending T&C before accessing most Registry functions.
A CO Admin may agree to Terms and Conditions on behalf of a CO Person by viewing the appropriate CO Person record and selecting Review Terms and Conditions.
The Terms and Conditions agreed to by individual CO People can be viewed by retrieving the appropriate CO Person record and selecting Review Terms and Conditions.
Reporting capabilities are planned (CO-701).
If a tracked Terms and Conditions is edited (changing the URL, the description, etc), existing T&C Agreements will be considered valid, though as of Registry v2.0.0 the existing agreements will point to the original definition.
To change Terms and Conditions in such a way as to require everyone to agree to them, create a new Terms and Conditions entry.