Data Collection Form Sub-system

Creating a Data Collection Form

Creating a new service

A new service can be created by clicking the "Create New Service" button located above the service list search box

ServiceConfig-CreateButton.png

Newly created services will not exist until saved after initial configuration. This means that some functionality that needs an id number such as creating service rates will not be available until the user click the "Save" button to save a newly created service.

ServiceConfig-NewRecord.png

Identifiers

ServiceConfig-Identifiers.png

Visuals

ServiceConfig-Visuals.png

Contact Information

ServiceConfig-Contacts.png

General Config

ServiceConfig-General.png

Tags

ServiceConfig-Tags.png

Tag strings used by the system for categorization and certain actions. No special tags are defined for services at this time.

Form Configuration Manager

Custom data collection forms can be configured to collect any desired data including digital signatures from submitters.

ServiceConfig-DataFormConfig.png

  1. Title - The title of the form
  2. Allow Editing
    1. Yes (all) - Allow users to edit form submissions after submission
    2. Yes (Recieved Only) - Allow users to edit form submission as long as they are in the "Received" state
    3. No - Disallow form editing after submission
  3. Current Fields - Control and edit the forms for this data collection form

ServiceConfig-DataFormFieldConfig.png

  1. Label Field - Used to set the name of the field
  2. Data Key Field - Defines the name of the storage variable. Should be unique across all fields
  3. Field Type Selector
    • Markdown Block - Display a markdown formatted section of text
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
    • Select - Single Item select
    • Multi-Select - multiple item select
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  4. Field Details/Config Button - Displays field type configurations
    • Markdown Block 
      DataFieldConfig - Markdown.png
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
      DataFieldConfig - Text.png
    • Select - Single Item select
    • Multi-Select - multiple item select
      DataFieldConfig - Select.png
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  5. Move Field Up - Alters display position of field
  6. Move Field Down - Alters display position of field
  7. Copy Field Button
  8. Remove Field Button

Signature Blocks

Custom Data Forms can be used to collect approvals from anyone who has an email address. The email address of the person who is supposed to approve the submission will receive an email with an approval link included in it.

DataFormSignatureEmailExample.png

The can then click on the link and will be prompted to provide a digital "signature" in the form of their full name.

DataFormSignatureSignExample.png

 

DataFormSignatureSignedExample.png

If the form has already been signed the system will display a notification AFTER the signature has been submitted.

DataFormSignatureAlreadySignedExample.png

Custom Form Configuration Overview

Custom data collection forms can be configured to collect any desired data including digital signatures from submitters.

ServiceConfig-DataFormConfig.png

  1. Title - The title of the form
  2. Allow Editing
    1. Yes (all) - Allow users to edit form submissions after submission
    2. Yes (Recieved Only) - Allow users to edit form submission as long as they are in the "Received" state
    3. No - Disallow form editing after submission
  3. Current Fields - Control and edit the forms for this data collection form

ServiceConfig-DataFormFieldConfig.png

  1. Label Field - Used to set the name of the field
  2. Data Key Field - Defines the name of the storage variable. Should be unique across all fields
  3. Field Type Selector
    • Markdown Block - Display a markdown formatted section of text
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
    • Select - Single Item select
    • Multi-Select - multiple item select
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  4. Field Details/Config Button - Displays field type configurations
    • Markdown Block 
      DataFieldConfig - Markdown.png
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
      DataFieldConfig - Text.png
    • Select - Single Item select
    • Multi-Select - multiple item select
      DataFieldConfig - Select.png
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  5. Move Field Up - Alters display position of field
  6. Move Field Down - Alters display position of field
  7. Copy Field Button
  8. Remove Field Button