Difference between revisions of "How to order a Web Referral Form"

Revision as of 15:09, 8 January 2018

What is a web referral form?

A ‘contact us’ or 'referral form' type page on your website. This enables people to refer themselves to you directly via your website using the Dizions secure data transfer process providing complete security for your clients and you. The page has a clean look, with no Charitylog branding.

Example form

What can go on my form?

1. One or more organisations or people. You may just have a client, but you may also want space to add details of a family member, social worker etc. You can specify how these people are related, e.g. a parent and child.

2. Any field from the data entry tabs on the organisation/person records, e.g. name, address, demographics etc.

3. Extension database fields linked to the organisation/person. This is the area of Charitylog / Crossdata where you can add your own custom fields.

What will my webmaster need to do?

The whole form can be inserted using a single line of HTML, so is usually suitable for organisations who manage their own website without a dedicated web developer. The form is placed in an I-Frame, which is like a webpage within a webpage.

Costs

Setup

The cost for a Standard Web Referral Form with up to 40 fields is £370+VAT (including first year maintenance). If the number of fields on a basic page exceeds 40 there will be an additional £100+VAT set-up charge. If you require a more complex page the cost is likely to be higher – please email webforms@dizions.co.uk for further details.

Annual costs

The annual hosting and maintenance fee is £120+VAT per year, payable in advance. The first year is included with the initial fee.

Next steps

Available Fields

Got to the Data Migration Centre on your Charitylog System

Select the Utilities Tab and click the Webforms Fields "Download" button.

File:DM utilities.PNG

This will give you a spreadsheet containing all of the available fields from your system. Use these fields to complete the order form below. There are four columns on this spreadsheet;

• Fields - List of available fields which can be entered on the order form.
• Override Label - This field can be used to gather information from other people, you do not need to fill this in, as the order form has a column to specify the display name on the Web Referral Form.
• Mandatory - This field can be used to gather information from other people, you do not need to fill this in, as the order form has a column to specify if the field is mandatory.
• Order - This field can be used to gather information from other people, you do not need top fill this in, as the order form has a column to specify the display order on the Web Referral Form.

Order Form

Complete and sign the following order form;

Order Form

Send a copy of the order form to webforms@dizions.co.uk

or return the signed copy to;

Dizions Limited Web Forms Overross House, Ross Park, Ross-on-Wye, Herefordshire, HR9 7US

Once we have reviewed your order we will send an order acknowledgement and an expected build date. Your order will then be completed, will contact you to view the form. You will then be supplied a link to the form, for it to be placed on your site.

Further details

For further details please contact the support team or email webforms@dizions.co.uk

Web Form Terms and Conditions

Our standard trading Terms and Conditions are still applicable. 

This order does not guarantee acceptance for the work to be completed.  All successful orders will be confirmed by an Order Acknowledgement. 

The signatory must have appropriate authorisation to place this order, or they agree to pay the fee. 

The cost of £370 (ex VAT) includes a standard webform that includes up to 40 fields.  The fields must be on the available filed list in the data migration centre of your system.  If additional fields are required from the available filed list, in addition to the 40 included, this will incur an additional fee of £100 (ex VAT), up to a maximum of 80 fields per form. 

If you request the form to be cancelled prior to completion, then the full charge will still be payable.  Any amendments to this order or web form will be chargeable.  All changes will be considered and a quote for the amendments will be given prior to change. 

Once the web form has been completed, you will have 7 days to make any minor changes.  Minor changes are renaming the display label or display order.  After the 7-day grace period has expired, any changes will be chargeable.  You will be informed that the order has been completed, via telephone or email.  If you do not contact us within 7 days for any minor changes then the order will be completed, and invoiced. 

The completed Web Form will be hosted by Dizions, and an annual hosting fee will be applicable.  The initial setup fee includes the first year of hosting. The hosting of the form is for a fixed period of 12 months at £120 (ex VAT) and is payable in advanced.  Non-payment of the hosting fee will result in the termination of the service. If you wish to terminate the service, 28 days’ notice is required to the termination date.  Any hosting fee If the service is terminated, the Web Form will be removed and destroyed