Efficiently Set Up Electronic Waivers For 2024

How to Efficiently Set Up Electronic Waivers for Sports Tournaments with WaiverFile

Discover how to streamline the process of setting up and managing electronic waivers for sports tournaments using WaiverFile. Learn to import your tournament data, create customized workflows, and allow parents to sign waivers for multiple children on different teams.

Learn how to set up and manage electronic waivers for a sports tournament using WaiverFile.
Use Excel to prepare your tournament data for importing into WaiverFile.
Create a workflow in WaiverFile, set up teams, and import your data.
Customize waiver steps for players, coaches, referees, and staff.
Allow parents to sign waivers for multiple children on different teams.

In this tutorial, we will explore how to efficiently set up and manage electronic waivers for sports tournaments using WaiverFile. The process involves preparing your tournament data in Excel, creating a workflow in WaiverFile, and customizing waiver steps for players, coaches, referees, and staff. Additionally, we'll demonstrate how to enable parents to sign waivers for multiple children on different teams.

Excel Data Preparation Begin by preparing your tournament data in Excel, including team names, age groups, coach names, and coach emails. Ensure that each team name is unique, even if you have various age groups or similar team names in different categories.
Creating a Workflow in WaiverFile Access the WaiverFile dashboard and navigate to the "Workflows" section. Here, you can create a new workflow for your tournament. Provide the workflow with a name, set the status to active, and choose the mode (in this case, "events"). Link the workflow to an event to facilitate reporting and data organization.
Customizing Workflow Steps To tailor the workflow to your tournament's specific needs, create steps for different participant categories, such as players, coaches, and referees. You can also add a step for staff or other individuals who don't belong to a team. Attach the appropriate waiver form to each step.
Importing Data Once the basic workflow is established, proceed to import your Excel data. This step involves mapping the Excel columns to corresponding fields in the workflow. You can choose to import team names, step names, coach emails, and manager emails. It's possible to delay sending invitations until you're ready.
Managing Teams and Invitations After the import, you can manage teams and invitations within the workflow. Explore the details of each team and the coaches and managers invited. If needed, you can send additional invitations individually. To add new teams, return to the workflow and create a new step.
Multi-Child Waiver Signing For parents with multiple children participating in different teams, enable the alternate step selection mode. This feature allows parents to select different teams for each child, streamlining the waiver signing process.
Finalizing the Waiver Signing Process Guide parents through the waiver signing process, ensuring they select the appropriate team for each child. This feature saves time and simplifies the signing of waivers for multiple children.

By following these steps, you can efficiently set up and manage electronic waivers for sports tournaments using WaiverFile, making the process more convenient for participants and organizers alike.

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