Forms are an essential part of university business and serve a variety of purposes. To ensure proper branding and security of data collection, all forms representing the university’s interests are to be created and implemented using official university tools.

Regardless of which type of form your department needs, all UMass Lowell forms are required to be consistent with the university brand.  

The forms created by the web team and Information Technology are secure and branded.

External vendors (ie: wufuu, Google forms) should not be used for security reasons. Money should only be collected via authorized and approved vendors.

For a simple form to collect replies for an event or conduct a survey (approved by the Institutional Review Board), users can create and manage their own forms using our campuswide site license for Qualtrics.

  • 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). 
  • Collecting complex information (requires uploading documents or images) 
    • Specify emails of those who should have access to download form and attachments. 
  • A paid event or fundraiser 
  • 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). Based on your request, the web team will determine the best form solution for your needs. 

For each request, please include:

  1. The url of the website and location where you want the form to appear/live.
  2. All form fields and which ones are mandatory (indicating the form cannot be submitted without these fields filled).
  3. Whether the form is for the public, for UMass Lowell emails or just @student.uml.edu emails.
  4. Email addresses of all who should have access to the form submission databases and/or email.

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.

Submit a Web Ticket

Information Technology (IT) handles the implementation of Docusign, an 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 IT Help desk support request form to request DocuSign support with new forms, updating forms or elevated access.

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. 

The university has one authorized vendor: Eventbrite. The web team 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: CashMgmt@uml.edu 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 UMass Lowell. Only Amy Kirchner (Email: Amy_Kirchner@uml.edu) from the Office of Cash Management Services are allowed to initiate the refund process.