Online Intake Version 16 - Revision history

Jspenceratty: /* Requirements */

2022-03-22T15:50:16Z

Requirements

← Older revision		Revision as of 15:50, 22 March 2022
Line 119:		Line 119:
	For self-hosted users, you must have:		For self-hosted users, you must have:

	# A system with SQL Server 2012, 2014, or ~~2016~~.		# A system with SQL Server 2012, 2014, 2016, 2017, 2019 (or higher).
	# Your Access version must be version 2013 or ~~2016~~.		# Your Access version must be version 2013, 2016, 2019 (or higher).
	# A Microsoft Windows Server ~~2012 R2~~ system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including such roles as .NET Framework 4.5 and ASP.NET 4.5.		# A Microsoft Windows Server 2016 (or higher) system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including such roles as .NET Framework 4.8 and ASP.NET 4.8.
	# The SQL Server and web server must be on the same LAN.		# The SQL Server and web server must be on the same LAN.
	# Visual Studio ~~2015~~ or Visual Studio ~~2017~~ must be loaded on the web server and properly registered for use. The free Community version is acceptable.		# Visual Studio 2019 or Visual Studio 2022 (or higher) must be loaded on the web server and properly registered for use. The free Community version is acceptable.

	(Other options you may wish to consider: SSL Certificate for encryption)		(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-05-16T17:06:40Z

Requirements

← Older revision		Revision as of 17:06, 16 May 2018
Line 121:		Line 121:
	# A system with SQL Server 2012, 2014, or 2016.		# A system with SQL Server 2012, 2014, or 2016.
	# Your Access version must be version 2013 or 2016.		# Your Access version must be version 2013 or 2016.
	# A Microsoft Windows Server 2012 R2 system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including such roles as:		# A Microsoft Windows Server 2012 R2 system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including such roles as .NET Framework 4.5 and ASP.NET 4.5.
	*.NET Framework 4.5
	*ASP.NET 4.5
	# The SQL Server and web server must be on the same LAN.		# The SQL Server and web server must be on the same LAN.
	# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.		# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use. The free Community version is acceptable.

	(Other options you may wish to consider: SSL Certificate for encryption)		(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-05-16T17:02:02Z

Requirements

← Older revision		Revision as of 17:02, 16 May 2018
Line 121:		Line 121:
	# A system with SQL Server 2012, 2014, or 2016.		# A system with SQL Server 2012, 2014, or 2016.
	# Your Access version must be version 2013 or 2016.		# Your Access version must be version 2013 or 2016.
	# A Microsoft Windows Server 2012 R2 system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including:		# A Microsoft Windows Server 2012 R2 system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including such roles as:
	##.NET Framework 4.5		*.NET Framework 4.5
	##		*ASP.NET 4.5
	# The SQL Server and web server must be on the same LAN.		# The SQL Server and web server must be on the same LAN.
	# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.		# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.

	(Other options you may wish to consider: SSL Certificate for encryption)		(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-05-16T16:48:51Z

Requirements

← Older revision		Revision as of 16:48, 16 May 2018
Line 121:		Line 121:
	# A system with SQL Server 2012, 2014, or 2016.		# A system with SQL Server 2012, 2014, or 2016.
	# Your Access version must be version 2013 or 2016.		# Your Access version must be version 2013 or 2016.
	# A Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX forms-based website must be installed.		# A Microsoft Windows Server 2012 R2 system with web services (web server-IIS), and items necessary to run an ASPX forms-based website must be installed, including:
			##.NET Framework 4.5
			##
	# The SQL Server and web server must be on the same LAN.		# The SQL Server and web server must be on the same LAN.
	# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.		# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.

	(Other options you may wish to consider: SSL Certificate for encryption)		(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-05-16T13:16:22Z

Requirements

← Older revision		Revision as of 13:16, 16 May 2018
Line 121:		Line 121:
	# A system with SQL Server 2012, 2014, or 2016.		# A system with SQL Server 2012, 2014, or 2016.
	# Your Access version must be version 2013 or 2016.		# Your Access version must be version 2013 or 2016.
	# A Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX forms-based website must be ~~available~~.		# A Microsoft Windows Server 2012 R2 system with web services, and items necessary to run an ASPX forms-based website must be installed.
	# The SQL Server and web server must be on the same LAN.		# The SQL Server and web server must be on the same LAN.
	# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.		# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.

	(Other options you may wish to consider: SSL Certificate for encryption)		(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-04-16T15:32:59Z

Requirements

← Older revision		Revision as of 15:32, 16 April 2018
Line 117:		Line 117:
	Prime 14 or Prime 16 is required for the Online Intake Version 16 System. For users hosted within Venture Technologies, all requirements are met and taken care of for you.		Prime 14 or Prime 16 is required for the Online Intake Version 16 System. For users hosted within Venture Technologies, all requirements are met and taken care of for you.

	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. 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. Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use. (Other options you may wish to consider: SSL Certificate for encryption)		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.
			# 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.
			# Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.

			(Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Requirements */

2018-02-16T16:21:40Z

Requirements

← Older revision		Revision as of 16:21, 16 February 2018
Line 117:		Line 117:
	Prime 14 or Prime 16 is required for the Online Intake Version 16 System. For users hosted within Venture Technologies, all requirements are met and taken care of for you.		Prime 14 or Prime 16 is required for the Online Intake Version 16 System. For users hosted within Venture Technologies, all requirements are met and taken care of for you.

	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. 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. Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.		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. 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. Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use. (Other options you may wish to consider: SSL Certificate for encryption)

Jspenceratty: /* Staff Portion of Online Screening System */

2017-12-18T22:23:21Z

Staff Portion of Online Screening System

@@ Line 78: / Line 78: @@
   [[File:OIV1623.png|400px]]
 Figure 16 - Tab One
 If the applicant logs back into the system, he would see that information:

Jspenceratty at 22:15, 18 December 2017

2017-12-18T22:15:03Z

← Older revision		Revision as of 22:15, 18 December 2017
Line 12:		Line 12:
	Most setup is already done for you. You may wish to modify the information in the online intake system to fit your organization’s desires and needs. For example, the headings for the normal intake and mobile intake pages may be changed to reflect the organizations name:		Most setup is already done for you. You may wish to modify the information in the online intake system to fit your organization’s desires and needs. For example, the headings for the normal intake and mobile intake pages may be changed to reflect the organizations name:

			[[File:OIV161.png\|400px]]
	Figure 1 - Example of the normal intake page header		Figure 1 - Example of the normal intake page header
			[[File:OIV162.png\|400px]]
	Figure 2 - Example of the mobile intake page header		Figure 2 - Example of the mobile intake page header

	Your organization will also, undoubtedly, wish to customize the terms and conditions page:		Your organization will also, undoubtedly, wish to customize the terms and conditions page:

			[[File:OIV163.png\|400px]]
	Figure 3 - Terms and Conditions Page		Figure 3 - Terms and Conditions Page

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	From the main page, the applicant may choose to either (1) make a new application, or (2) check the status of an existing application:		From the main page, the applicant may choose to either (1) make a new application, or (2) check the status of an existing application:

			[[File:OIV164.png\|400px]]
	Figure 4 - Main Page		Figure 4 - Main Page
	Clicking the “New Application” button takes them to the Terms and Conditions page:		Clicking the “New Application” button takes them to the Terms and Conditions page:
			[[File:OIV165.png\|400px]]
	Figure 5 - Terms and Conditions Page		Figure 5 - Terms and Conditions Page
	Only after the applicant selects the checkbox, indicating they accept the terms and conditions, will they be allowed to proceed to the application. Pressing the “I agree…” button, without checking the box, results in a reminder that they have to accept the terms:		Only after the applicant selects the checkbox, indicating they accept the terms and conditions, will they be allowed to proceed to the application. Pressing the “I agree…” button, without checking the box, results in a reminder that they have to accept the terms:

			[[File:OIV166.png\|400px]]
	Figure 6 - "You must agree" warning		Figure 6 - "You must agree" warning
	The first page of the application is geared toward getting basic information about the person, including their citizenship status and the type of problem they have. If they mark that they aren’t a citizen, they won’t be allowed to continue on. Additionally, we can verify their problem in the organization’s service area. Various questions throughout the application process are required. Failure to enter information in those fields results in error messages next to the required item:		The first page of the application is geared toward getting basic information about the person, including their citizenship status and the type of problem they have. If they mark that they aren’t a citizen, they won’t be allowed to continue on. Additionally, we can verify their problem in the organization’s service area. Various questions throughout the application process are required. Failure to enter information in those fields results in error messages next to the required item:

			[[File:OIV167.png\|400px]]
	Figure 7 - Page One of the Application		Figure 7 - Page One of the Application
	On page two, we get the name(s) of the applicant, contact information and a couple pieces of demographics. Contact information includes a mailing address, telephone numbers, and email address:		On page two, we get the name(s) of the applicant, contact information and a couple pieces of demographics. Contact information includes a mailing address, telephone numbers, and email address:

			[[File:OIV168.png\|400px]]
	Figure 8 – A portion of Page Two of the Application		Figure 8 – A portion of Page Two of the Application
	Remember, the size of the browser the applicant is using determines the layout of the form itself. The portion of the same page two in a smaller screen is shown here:		Remember, the size of the browser the applicant is using determines the layout of the form itself. The portion of the same page two in a smaller screen is shown here:

			[[File:OIV169.png\|400px]]
	Figure 9 - Page two example in a smaller screen size		Figure 9 - Page two example in a smaller screen size
	On page three, we get conflict information from the applicant:		On page three, we get conflict information from the applicant:

			[[File:OIV1610.png\|400px]]
	Figure 10 – A portion of page three of the application		Figure 10 – A portion of page three of the application
	On page four, we get the information necessary to make an income and asset determination:		On page four, we get the information necessary to make an income and asset determination:

			[[File:OIV1611.png\|400px]]
	Figure 11 - Page Four - Household information		Figure 11 - Page Four - Household information
	At least one “Income” item must be filled out, even if they set the type to “None” and enter a zero in the amount box. All five asset boxes are required to have some amount entry in them. Like most parts of the system, these pages may be modified to omit various questions.		At least one “Income” item must be filled out, even if they set the type to “None” and enter a zero in the amount box. All five asset boxes are required to have some amount entry in them. Like most parts of the system, these pages may be modified to omit various questions.
Line 59:		Line 59:
	On the final page, we get a password from the applicant that they can use to log back on to the system to get the status of this application. We also get information about how they came to know about us:		On the final page, we get a password from the applicant that they can use to log back on to the system to get the status of this application. We also get information about how they came to know about us:

			[[File:OIV1612.png\|400px]]
	Figure 12 - Page five of the application		Figure 12 - Page five of the application
	Once the application is submitted, the applicant is shown an “Application Received” page, giving them various information about the application, including the application number they will need to log back in to get the status of their application, and the entries they made in the application:		Once the application is submitted, the applicant is shown an “Application Received” page, giving them various information about the application, including the application number they will need to log back in to get the status of their application, and the entries they made in the application:

			[[File:OIV1613.png\|400px]]
	Figure 13 - Application Received page		Figure 13 - Application Received page

Line 71:		Line 71:
	Staff who have the appropriate role assigned to them in Prime, may use the Admin tab to open the Online Intake system:		Staff who have the appropriate role assigned to them in Prime, may use the Admin tab to open the Online Intake system:

			[[File:OIV1614.png\|400px]]
	Figure 14 - Top line menu bar showing the "Online Intake" option in the Admin tab		Figure 14 - Top line menu bar showing the "Online Intake" option in the Admin tab

			[[File:OIV1619.png\|400px]]
	Figure 15 - Online Application Search Screen		Figure 15 - Online Application Search Screen
			[[File:OIV1623.png\|400px]]
	Figure 16 - Tab One		Figure 16 - Tab One

















	If the applicant logs back into the system, he would see that information:		If the applicant logs back into the system, he would see that information:

			[[File:OIV1646.png\|400px]]
	Figure 17 - Status Information Screen		Figure 17 - Status Information Screen

Jspenceratty at 22:03, 18 December 2017

2017-12-18T22:03:53Z

← Older revision		Revision as of 22:03, 18 December 2017
Line 1:		Line 1:
	~~[[File~~:~~Online_Intake_Version_16~~.~~pdf]]~~		==Overview==

			The Online Intake Version 16 makes use of some of the latest technologies available to provide a smooth, easy online intake for mobile users. Uses across many devices will see a varying version of the online intake that is redesigned visually to appear seamlessly in their browser. Full desktop users will see the expanded version of the website; whereas, mobile users get a reduced version of the website.

			Pages within the online intake have been redesigned to allow for clear and logically-grouped question presentation. Prior versions of the online intake system had seven pages for the applicant to move through. This redesigned system has been reduced to five (5) pages of questions and additional error-checking has been built into forms.

			As with the previous version of online intake, data entered by an applicant is stored in a separate, password-protected system to allow your organization to check for conflicts and other requirements before adding the applicant to your regular intake/client system.


			==Setup==

			Most setup is already done for you. You may wish to modify the information in the online intake system to fit your organization’s desires and needs. For example, the headings for the normal intake and mobile intake pages may be changed to reflect the organizations name:


			Figure 1 - Example of the normal intake page header

			Figure 2 - Example of the mobile intake page header

			Your organization will also, undoubtedly, wish to customize the terms and conditions page:


			Figure 3 - Terms and Conditions Page

			==Application Process==

			From the main page, the applicant may choose to either (1) make a new application, or (2) check the status of an existing application:


			Figure 4 - Main Page
			Clicking the “New Application” button takes them to the Terms and Conditions page:

			Figure 5 - Terms and Conditions Page
			Only after the applicant selects the checkbox, indicating they accept the terms and conditions, will they be allowed to proceed to the application. Pressing the “I agree…” button, without checking the box, results in a reminder that they have to accept the terms:


			Figure 6 - "You must agree" warning
			The first page of the application is geared toward getting basic information about the person, including their citizenship status and the type of problem they have. If they mark that they aren’t a citizen, they won’t be allowed to continue on. Additionally, we can verify their problem in the organization’s service area. Various questions throughout the application process are required. Failure to enter information in those fields results in error messages next to the required item:


			Figure 7 - Page One of the Application
			On page two, we get the name(s) of the applicant, contact information and a couple pieces of demographics. Contact information includes a mailing address, telephone numbers, and email address:


			Figure 8 – A portion of Page Two of the Application
			Remember, the size of the browser the applicant is using determines the layout of the form itself. The portion of the same page two in a smaller screen is shown here:


			Figure 9 - Page two example in a smaller screen size
			On page three, we get conflict information from the applicant:


			Figure 10 – A portion of page three of the application
			On page four, we get the information necessary to make an income and asset determination:


			Figure 11 - Page Four - Household information
			At least one “Income” item must be filled out, even if they set the type to “None” and enter a zero in the amount box. All five asset boxes are required to have some amount entry in them. Like most parts of the system, these pages may be modified to omit various questions.

			On the final page, we get a password from the applicant that they can use to log back on to the system to get the status of this application. We also get information about how they came to know about us:


			Figure 12 - Page five of the application
			Once the application is submitted, the applicant is shown an “Application Received” page, giving them various information about the application, including the application number they will need to log back in to get the status of their application, and the entries they made in the application:


			Figure 13 - Application Received page


			==Staff Portion of Online Screening System==

			Staff who have the appropriate role assigned to them in Prime, may use the Admin tab to open the Online Intake system:


			Figure 14 - Top line menu bar showing the "Online Intake" option in the Admin tab


			Figure 15 - Online Application Search Screen

			Figure 16 - Tab One

















			If the applicant logs back into the system, he would see that information:


			Figure 17 - Status Information Screen


			==Requirements==

			Prime 14 or Prime 16 is required for the Online Intake Version 16 System. For users hosted within Venture Technologies, all requirements are met and taken care of for you.

			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. 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. Visual Studio 2015 or Visual Studio 2017 must be loaded on the web server and properly registered for use.