A2J Version 6 Online Intake - Revision history

Normon66: /* Setup */

2020-01-30T19:09:08Z

Setup

← Older revision		Revision as of 19:09, 30 January 2020
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	==Setup==		==Setup==

	To begin, open the Prime A2J V6 Online Intake System from the Administration menu:		To begin, open the Prime A2J V6 Online Intake System from the Administration menu (this may appear under 'Custom Admin' => 'A2J V6 Import Setup'):

	[[File:Screen Shot 2018-10-24 at 1.06.59 PM.png\|400px]]		[[File:Screen Shot 2018-10-24 at 1.06.59 PM.png\|400px]]

Jspenceratty: /* Setup */

2018-10-24T18:07:54Z

Setup

← Older revision		Revision as of 18:07, 24 October 2018
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	To begin, open the Prime A2J V6 Online Intake System from the Administration menu:		To begin, open the Prime A2J V6 Online Intake System from the Administration menu:

	[[File:Screen Shot 2018-10-24 at 1.06.59 PM\|400px]]		[[File:Screen Shot 2018-10-24 at 1.06.59 PM.png\|400px]]

	Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.		Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.

Jspenceratty: /* Setup */

2018-10-24T18:07:35Z

Setup

← Older revision		Revision as of 18:07, 24 October 2018
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	To begin, open the Prime A2J V6 Online Intake System from the Administration menu:		To begin, open the Prime A2J V6 Online Intake System from the Administration menu:

	[[File:~~image002A2JV6~~.~~png~~\|400px]]		[[File:Screen Shot 2018-10-24 at 1.06.59 PM\|400px]]

	Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.		Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.

Jspenceratty: /* Setup */

2018-10-24T18:05:57Z

Setup

← Older revision		Revision as of 18:05, 24 October 2018
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	Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.		Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.

	[[File:~~image003A2JV6~~.png\|400px]]		[[File:Screen Shot 2018-10-24 at 1.04.59 PM.png\|400px]]

	For each message in the website settings page, you may use HTML coding as you may desire. So, for example, if you want the word “please” to appear in bold, you might enter <b>please</b> in the message field. Each message is shown below, together with a description of when it appears:		For each message in the website settings page, you may use HTML coding as you may desire. So, for example, if you want the word “please” to appear in bold, you might enter <b>please</b> in the message field. Each message is shown below, together with a description of when it appears:
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	Click “Close” to return to the main setup screen.		Click “Close” to return to the main setup screen.

	==Dealing With Errors==		==Dealing With Errors==

Jspenceratty: /* Requirements */

2018-05-16T17:11:05Z

Requirements

← Older revision		Revision as of 17:11, 16 May 2018
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	For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer		For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer

	For the Prime A2J Version 6 Online Intake System, a Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX, forms-based website must be available. The SQL Server and web server must be on the same LAN.		For the Prime A2J Version 6 Online Intake System, a Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX, forms-based website must be available including such roles as .NET Framework 4.5 and ASP.NET 4.5. The SQL Server and web server must be on the same LAN.

	Your A2J website must be set to post the A2J interview answer file to the “saveData.aspx” page of the Prime A2J Version 6 Online Intake System.		Your A2J website must be set to post the A2J interview answer file to the “saveData.aspx” page of the Prime A2J Version 6 Online Intake System.

	Email notification takes place using your organization’s email system. An appropriate SMTP email server, together with an account that can be used to send email, is required to provide that feature. See the screen shots in website settings for more information.		Email notification takes place using your organization’s email system. An appropriate SMTP email server, together with an account that can be used to send email, is required to provide that feature. See the screen shots in website settings for more information.

Jspenceratty: /* Requirements */

2018-02-02T15:41:55Z

Requirements

← Older revision		Revision as of 15:41, 2 February 2018
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	For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer		For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer

	For the Prime A2J Version 6 Online Intake System, a Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX forms-based website must be available. The SQL Server and web server must be on the same LAN.		For the Prime A2J Version 6 Online Intake System, a Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX, forms-based website must be available. The SQL Server and web server must be on the same LAN.

	Your A2J website must be set to post the A2J interview answer file to the “saveData.aspx” page of the Prime A2J Version 6 Online Intake System.		Your A2J website must be set to post the A2J interview answer file to the “saveData.aspx” page of the Prime A2J Version 6 Online Intake System.

	Email notification takes place using your organization’s email system. An appropriate SMTP email server, together with an account that can be used to send email, is required to provide that feature. See the screen shots in website settings for more information.		Email notification takes place using your organization’s email system. An appropriate SMTP email server, together with an account that can be used to send email, is required to provide that feature. See the screen shots in website settings for more information.

Jspenceratty at 19:26, 21 December 2017

2017-12-21T19:26:32Z

← Older revision		Revision as of 19:26, 21 December 2017
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	The system heavily logs applications, starting with saving the A2J answer file, working through the variables, and attempting an import. Additionally, at many stages, if something goes wrong, it will attempt to send an email to staff with information about the problem and may even include a copy of the answer file.		The system heavily logs applications, starting with saving the A2J answer file, working through the variables, and attempting an import. Additionally, at many stages, if something goes wrong, it will attempt to send an email to staff with information about the problem and may even include a copy of the answer file.



	==Setup==		==Setup==

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	Click “Close” to return to the main setup screen.		Click “Close” to return to the main setup screen.



	==Dealing With Errors==		==Dealing With Errors==

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	[[File:image012A2JV6.png\|400px]]		[[File:image012A2JV6.png\|400px]]


	==Application System==		==Application System==

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	[[File:image015A2JV6.png\|400px]]		[[File:image015A2JV6.png\|400px]]

	==Requirements==		==Requirements==

	Prime 14 or Prime 16 is required for the Prime A2J Version 6 Online Intake System. An A2J Version 6 interview is not provided and must be developed by the organization for use in the website.		Prime 14 or Prime 16 is required for the Prime A2J Version 6 Online Intake System. An A2J Version 6 interview is not provided and must be developed by the organization for use in the website.

	For users hosted within Venture Technologies, all requirements are met and taken care of for you.		For users hosted within Venture Technologies, all requirements are met and taken care of for you (with the exception of email requirements).

	For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer		For self-hosted users, you must have a system with SQL Server 2012, 2014, or 2016. Your Access version must be version 2013 or 2016. Your A2J website must be set up and working prior to the installation of the Prime A2J Version 6 Online Intake System. You may access the file necessary to run your own A2J Website here: https://github.com/CCALI/A2JViewer

Jspenceratty: /* Application System */

2017-12-19T19:41:46Z

Application System

← Older revision		Revision as of 19:41, 19 December 2017
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	This page shows a successful application (the application answer was saved and imported properly). The first paragraph is the “Successfully accepted application message”, followed by the “Message to be shown every time”, followed by the “Application Number Message.”		This page shows a successful application (the application answer was saved and imported properly). The first paragraph is the “Successfully accepted application message”, followed by the “Message to be shown every time”, followed by the “Application Number Message.”

			[[File:image013A2JV6.png\|400px]]

	Here’s an example of what is displayed if the A2J interview data doesn’t save and an email also fails:		Here’s an example of what is displayed if the A2J interview data doesn’t save and an email also fails:

			[[File:image014A2JV6.png\|400px]]

	A generic note is shown if an A2J interview answer file is not included in the page call:		A generic note is shown if an A2J interview answer file is not included in the page call:

			[[File:image015A2JV6.png\|400px]]

	==Requirements==		==Requirements==

Jspenceratty: /* Dealing With Errors */

2017-12-19T19:41:12Z

Dealing With Errors

← Older revision		Revision as of 19:41, 19 December 2017
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	If the A2J answer file is saved, but something goes wrong with the import, you can use the system to review the A2J answer and associated problems. From within the Intake System settings page, click on the “A2JScreeningXV6 Search Screen” button. That brings up a search screen of the saved A2J answers.		If the A2J answer file is saved, but something goes wrong with the import, you can use the system to review the A2J answer and associated problems. From within the Intake System settings page, click on the “A2JScreeningXV6 Search Screen” button. That brings up a search screen of the saved A2J answers.

			[[File:image008A2JV6.png\|400px]]

	Where the data was imported to the ScreeningX table, the “A2JImportedProperly” box will show “True”. Where the data did not get imported properly, the box will show False.		Where the data was imported to the ScreeningX table, the “A2JImportedProperly” box will show “True”. Where the data did not get imported properly, the box will show False.
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	Selecting an item and clicking on “Open Selected Record” will bring up the specifics about the A2J answer record:		Selecting an item and clicking on “Open Selected Record” will bring up the specifics about the A2J answer record:

			[[File:image009A2JV6.png\|400px]]

	You can review the XML answer file sent by the A2J system.		You can review the XML answer file sent by the A2J system.
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	Close this page to return to the search screen. When you have chosen a record and click the “Import Selected Record” button, you are shown much of the same information, but have the opportunity to interact with the data:		Close this page to return to the search screen. When you have chosen a record and click the “Import Selected Record” button, you are shown much of the same information, but have the opportunity to interact with the data:

			[[File:image010A2JV6.png\|400px]]

	Click on the “Review Data” to see what data the system believes should be imported and where it should be imported. This can help in figuring out where your import settings may be misset:		Click on the “Review Data” to see what data the system believes should be imported and where it should be imported. This can help in figuring out where your import settings may be misset:

			[[File:image011A2JV6.png\|400px]]

	Finally, if you click the “Import Manually” button, the system will attempt to import the XML answer file again. If successful, the imported checkbox is checked, the final application ID is entered, and the manual import date is entered:		Finally, if you click the “Import Manually” button, the system will attempt to import the XML answer file again. If successful, the imported checkbox is checked, the final application ID is entered, and the manual import date is entered:

			[[File:image012A2JV6.png\|400px]]


	==Application System==		==Application System==

Jspenceratty: /* Setup */

2017-12-19T19:39:22Z

Setup

← Older revision		Revision as of 19:39, 19 December 2017
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	To begin, open the Prime A2J V6 Online Intake System from the Administration menu:		To begin, open the Prime A2J V6 Online Intake System from the Administration menu:

			[[File:image002A2JV6.png\|400px]]

	Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.		Click “Website Settings” to set many of the items that will be used to interact with the applicant. The “Settings” tab contains the items that must be entered for the website to work properly. Each item must have an entry.

			[[File:image003A2JV6.png\|400px]]

	For each message in the website settings page, you may use HTML coding as you may desire. So, for example, if you want the word “please” to appear in bold, you might enter <b>please</b> in the message field. Each message is shown below, together with a description of when it appears:		For each message in the website settings page, you may use HTML coding as you may desire. So, for example, if you want the word “please” to appear in bold, you might enter <b>please</b> in the message field. Each message is shown below, together with a description of when it appears:
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	If you switch to the “Understanding the import flow” tab, you will see a graphical representation of how the system deals with A2J intake data:		If you switch to the “Understanding the import flow” tab, you will see a graphical representation of how the system deals with A2J intake data:

			[[File:image004A2JV6.png\|400px]]

	Close the “A2J Website Settings” form to return to the main A2J setup form.		Close the “A2J Website Settings” form to return to the main A2J setup form.
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	5. Press the “Delete Variables” button to delete variables that were in a previous version of the A2J intake, but do not appear in the newest version. Leaving variables, especially where they were assigned to be imported, can be a source of errors.		5. Press the “Delete Variables” button to delete variables that were in a previous version of the A2J intake, but do not appear in the newest version. Leaving variables, especially where they were assigned to be imported, can be a source of errors.
	6. Press the “Map Variables” button to go to the new variable mapping form. In this form, the variable and its apparent type are shown on the left:		6. Press the “Map Variables” button to go to the new variable mapping form. In this form, the variable and its apparent type are shown on the left:

			[[File:image005A2JV6.png\|400px]]

	Next is the “function”—that’s what you want done with each variable that comes in from A2J. The options are “Ignore”, the default entry. If set to ignore, the A2J intake can send in data in that variable, but the system will just ignore it, essentially discarding that data. The other option is “Import”. When set to import, the system will look for and operate on data provided in that variable:		Next is the “function”—that’s what you want done with each variable that comes in from A2J. The options are “Ignore”, the default entry. If set to ignore, the A2J intake can send in data in that variable, but the system will just ignore it, essentially discarding that data. The other option is “Import”. When set to import, the system will look for and operate on data provided in that variable:

			[[File:image006A2JV6.png\|400px]]

	To the right, the “Field” is a list of all fields in the ScreeningX table. If you choose to import a variable, you must select the field to which you want it imported. On the right of the “Field” is the “Table Field Type”. When you choose a field, it will show you its field type, allowing you to compare the variable data type with the table’s field type:		To the right, the “Field” is a list of all fields in the ScreeningX table. If you choose to import a variable, you must select the field to which you want it imported. On the right of the “Field” is the “Table Field Type”. When you choose a field, it will show you its field type, allowing you to compare the variable data type with the table’s field type:

			[[File:image007A2JV6.png\|400px]]

	When you have made your selections, press the “Check for Problems” button at the top of the screen. This will check for obvious errors in your setup, including the following errors: (1) where multiple variables are set to import to the same field (e.g., trying to import Client First Name and Client Address to the First Name field), (2) where you have chosen to import a variable, but don’t have it importing to any field, (3) where you have chosen to ignore a variable, but you have selected a field for it, and (4) where you have chosen to import a variable to the ‘ReviewersNotes’ field—this is a protected field and should not be used for any data import.		When you have made your selections, press the “Check for Problems” button at the top of the screen. This will check for obvious errors in your setup, including the following errors: (1) where multiple variables are set to import to the same field (e.g., trying to import Client First Name and Client Address to the First Name field), (2) where you have chosen to import a variable, but don’t have it importing to any field, (3) where you have chosen to ignore a variable, but you have selected a field for it, and (4) where you have chosen to import a variable to the ‘ReviewersNotes’ field—this is a protected field and should not be used for any data import.
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	==Dealing With Errors==		==Dealing With Errors==