- Person - Admin
- Housing Register - Admin
- Person - My profile
- Person - My family
- Housing Register - Portal
- Homeless - Admin
- Homeless - Portal
The configuration of the forms is a very iterative process and from experience it is easier to break the process down into a number of different stages.
1. Add pages, groups & fields
Start by adding all your fields to the form and ensuring they appear on the correct pages in the correct sections. At this stage you want to add the correct field labels to the fields but don't worry about their sizes and any logic rules.
A field can only be added once to a form, it cannot be added and displayed in multiple pages/groups.
When adding new groups set the Expand group on page load to be 'On' for those groups that display information that is going to be used frequently.
2. Add logic rules
Once you have added all your fields to the form, add any logic rules that are needed to show and hide questions as required. Remember as well as logic rules you can also add validation rules to fields to ensure questions are completed correctly.
A field must appear on a form if it is required to be used in a logic rule.
3. Set field layout
The layout of the form is best done once you have all the fields set up on the correct pages and the logic in place to show and hide the fields. As well as setting the display width of the fields at this point, also set which fields you want to be mandatory. When setting up your layout consider the following points:
- Aim to display no more than 3 fields on a row on back office forms, and 2 on public portal forms
- Where possible set hidden fields to appear alongside visible fields, as this stops fields moving up and down which can be distracting to users
- Set appropriate min/max/validation rules on fields if needed
- If displaying a multi-line text field set the Automatically expand to fit contents option to be 'On'
- Group fields together to determine when you always want a field to start on a row
If you want applicants to complete a pre-assessment form ahead of completing a full housing register application then the pre-assessment option can be enabled from within the Website administration page.
Applicants must complete the My Profile form before the Pre-assessment form is displayed. If they answer the questions on this form and are eligible they are then allowed to continue and complete the rest of the registration process.
When a pre-assessment form is completed in the system it actually creates a Housing Register application, but puts it in a dedicated state so it can be differentiated for reporting and workflow purposes. This means any fields that need to added to the pre-assessment form should be added to the Housing Register table.
Online homeless application
If you would like applicants to be able to start a homeless application from the public portal then the system will need to be configured with a 'trigger' question by Huume. The 'trigger' question is added to the Person table so it can then be placed on the My Profile form. When the field has been added to the form it is important to set the field Do online changes to this field require approval by a member of staff, within the Logic Editor, to be 'No'.
The 'trigger' question is normally created with a field label of Are you homeless or threatened with homelessness? Some clients have found that it is beneficial to put the 'trigger' question behind another question in order to qualify those applicants that really need to make a homeless application vs those that just want to apply to join the register.
If the 'trigger' question is answered with a 'Yes' then the applicant will be presented with a purple banner on the public portal to complete a homeless application, AFTER they have completed the My family and My addresses forms.
By default the My homeless application form is configured with a number of standard fields. These fields form part of the H-CLIC data submission. Instead of asking applicants to complete the H-CLIC version of these questions, clients have found it more effective to ask the applicants more 'customer friendly' versions. Officers then complete the statutory versions that are used for reporting purposes when they perform their assessment in the back-office.