Forms are an essential part of university business and serve a variety of purposes. To ensure proper branding and security of data collection,聽all forms representing the university鈥檚 interests are to be created and implemented using official university tools聽administered by Web Services Office or Information Technology.

This policy outlines the different types of forms, when they should be used and how to obtain them. Regardless of which type of form your department needs, all 51视频 forms are required to be consistent with the university brand.聽聽

Web Services creates certain types of web forms.聽External vendors聽(ie: wufuu, Google forms)聽should not be used for security reasons.聽Money should only be collected via authorized and approved vendors.

If you are not sure which form best meets your department鈥檚 needs, see below.聽

Collecting basic information (mailing list, register names, etc.)

Reponses to this type of form can be emailed and data can be available for download as a csv file. Specify email where submissions will go and who will have access to download information (if necessary).
Submit a Web Services Request for Webcontent/Forms

Collecting complex information (requires uploading documents or images)

Specify emails of those who should have access to download form and attachments.
Submit a Web Services Request for Webcontent/Forms

A paid event or fundraiser

For fundraisers, contact the in Advancement. For other paid events, the university uses EventBrite (see specific requirements on the EventBrite 辫补驳别).听
Submit a Web Services Request for Webcontent/Forms

A free event

Consider whether you just need to gather names for number of attendees (a basic web form) or if you want to communicate with them after registration/provide tickets (an EventBrite form).聽
Submit a Web Services Request for Webcontent/Forms

Charging a fee for a service (membership at research center, etc.)

This type of one-time financial transaction聽requires additional information for revenue management. Contact Amy Kirchner by email: CashMgmt@uml.edu to discuss other payment options.

To conduct a survey or gather feedback

Visit Information Technology website for more information about accessing our campuswide site license for .

Track signature signoff(s)

Docusign is E-Signature application that has been licensed by the UMass system. Each campus has its own domain administered by IT. Docusign is most useful in allowing multiple users to sign a document in a determined order.
Use the聽 to request DocuSign support with new forms, updating forms or elevated access.
Based on your request, Web Services will determine the best form solution for your needs. Please allow for two business days to receive a response to your form request. Depending on the type of form, turnaround time may be as long as two weeks.

Please note that certain policies and procedures must be adhered to for the purpose of legal compliance when using e-commerce or collecting revenue. Forms receiving payments are required to be handled by a Payment Card Industry (PCI) compliant staff member.聽

The university has one authorized vendor: Eventbrite. Web Services will work with you to determine if this vendor will be a good option for your needs. There are no fees for free events. Eventbrite does charge a service fee that must be absorbed into the ticket price per university policy. If Eventbrite is not a good fit contact Amy Kirchner by email:聽CashMgmt@uml.edu聽to discuss other payment options.

Tickets cannot be sold at the door.

Required Information for Cash Management

  • Department
  • Dept. head authorization
  • Event Name
  • Contact Person for Event
  • Phone
  • Email

Chartstring info for where the revenue should be placed:

  • Business Unit
  • Account Code
  • Fund
  • Department ID
  • Program Code
  • Class (optional)
  • Project / Grant (optional)

Reconciliation Process

Check payments received from Eventbrite will be deposited and GL accounts will be credited approximately equal to check deposited amount. Cash Management will reconcile check amount to sales reports generated in Eventbrite.

Refund Policy

For Eventbrite, all refund requests will be routed to the Office of Cash Management Services at 51视频. Only Amy Kirchner (Email: Amy_Kirchner@uml.edu)聽from the Office of Cash Management Services are allowed to initiate the refund process.聽