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

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==What is a web referral form?==
 
==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.
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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 branding.
  
 
[https://www.charitylog.co.uk/referral-form/ Example form]
 
[https://www.charitylog.co.uk/referral-form/ Example form]
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==How do I import Web Referrals into the system?==
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{{#ev:youtube|JKBDozR2qlY|790}}
  
 
==What can go on my 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.
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1. One (or more organisations or people if they are related to/referring the client). You may just have a client, but you may also want space to add details of a family member, social worker etc.
  
2. Any field from the data entry tabs on the organisation/person records, e.g. name, address, demographics etc.
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2. One form can receive an enquiry for one record type.  If you wish to receive referrals for clients and enquiries from volunteers this will be two separate web forms.
  
3. Extension database fields linked to the organisation/person. This is the area of Charitylog / Crossdata where you can add your own custom fields.
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3. Any field from the data entry tabs on the organisation/person records, e.g. name, address, demographics etc.
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4. Extension database fields linked to the organisation/person. This is the area of Charitylog/Crossdata where you can add your own custom fields.
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'''Note: It's not currently possible to add consent rules to webforms, just the "consent given" field in the general details tab. However this is currently in development and will be released later in the year.'''
  
 
==What will my webmaster need to do?==
 
==What will my webmaster need to do?==
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===Available Fields===
 
===Available Fields===
  
Got to the Data Migration Centre on your Charitylog System
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Go to the Data Migration Centre on your system
  
  
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[[File:DM_utilities.PNG]]
 
[[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
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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;
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*Fields - List of available fields which can be entered on the order form.
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*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.
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*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.
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*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===
 
===Order Form===
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Complete and sign the following order form;
 
Complete and sign the following order form;
  
[https://dizions.sharepoint.com/sites/externalsite/_layouts/15/guestaccess.aspx?docid=040f466446d07409fbe37fa609fa1ad7d&authkey=ASsnbxzyrKwN9cD70OLD3YE Order Form]
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[https://dizions.sharepoint.com/sites/externalsite/_layouts/15/guestaccess.aspx?docid=06ea03ad56c864bdda0c9b88d6394f451&authkey=AQr3Fke9jJ_z5_n8LdsP0-4 Order Form]
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===How to fill out the Order form===
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The order form is separated by five columns:
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'''Field Name''' This is the name of the field within Charitylog. The team will use this field name to retrieve the correct field for linking on the form. It is important that the field you've named on the form exists within Charitylog. You can find a list of available fields via Cog > Database Operations > Data Migration Centre > Utilities > Download Web-Form Fields.
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'''Display Name On Web Form''' This is the field label on the Web Form. For example, the field may be labelled "Accommodation Type" within Charitylog, however you may wish for this to be displayed as "What is your current living situation?" on the Web Form. If this is the case, input the desired label in this column.
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'''Record Type''' Specify which organisation or person type you wish the fields to belong to. For example, if the form is used to capture referrer information you will need to type "Referrer" in the box for this column.
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'''Order On Form''' Enter a number in this column to describe the order you wish for the fields to be displayed in. Where possible, please enter the fields in the correct order.
  
If your request is urgent, scan a copy of the order form and email to webforms@dizions.co.uk
 
  
Return the signed copy to;
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'''Compulsory Field''' If it's mandatory for the field to be captured, please set this to "Yes".
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[[File:Order_Form.png]]
  
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.
 
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.
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==Further details==
 
==Further details==
  
For further details please contact the support team or email webforms@dizions.co.uk
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For further details please email webforms@dizions.co.uk
  
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==Web Referral Form Terms and Conditions==
  
Web Form Terms and Conditions
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Our standard trading Terms and Conditions are still applicable.
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This order does not guarantee acceptance for the work to be completed. All successful orders will be confirmed and acknowledged by email.
  
Our standard trading Terms and Conditions are still applicable.  
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The signatory must have appropriate authorisation to place this order, or they agree to pay the fee.
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The cost of £370 (ex VAT) includes a standard webform that includes up to 40 fields. The requested fields must be on the Available Field list from the data migration centre, of your system. If extra fields are required, in addition to the included 40 from the Available Field list, this will incur an additional fee of £100 (ex VAT), up to a maximum of 80 fields per form.
 
   
 
   
This order does not guarantee acceptance for the work to be completed.  All successful orders will be confirmed by an Order Acknowledgement.
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If you cancel the order before completion, then the full fee 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 any changes.
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The signatory must have appropriate authorisation to place this order, or they agree to pay the fee.
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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 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
 
  
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The completed Web Form will be hosted by Dizions, and an annual hosting fee of £120 (ex VAT) 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 and is payable in advance. 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 up to the termination date. If the service is terminated, any pre-paid hosting fee will not be refunded.  The Web Form will be removed on the termination date.
  
  

Revision as of 10:03, 15 June 2022

Helpheader small.png


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 branding.

Example form


How do I import Web Referrals into the system?

What can go on my form?

1. One (or more organisations or people if they are related to/referring the client). You may just have a client, but you may also want space to add details of a family member, social worker etc.

2. One form can receive an enquiry for one record type. If you wish to receive referrals for clients and enquiries from volunteers this will be two separate web forms.

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

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

Note: It's not currently possible to add consent rules to webforms, just the "consent given" field in the general details tab. However this is currently in development and will be released later in the year.

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

Go to the Data Migration Centre on your system


Menu dmc.PNG


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


How to fill out the Order form

The order form is separated by five columns:

Field Name This is the name of the field within Charitylog. The team will use this field name to retrieve the correct field for linking on the form. It is important that the field you've named on the form exists within Charitylog. You can find a list of available fields via Cog > Database Operations > Data Migration Centre > Utilities > Download Web-Form Fields.


Display Name On Web Form This is the field label on the Web Form. For example, the field may be labelled "Accommodation Type" within Charitylog, however you may wish for this to be displayed as "What is your current living situation?" on the Web Form. If this is the case, input the desired label in this column.


Record Type Specify which organisation or person type you wish the fields to belong to. For example, if the form is used to capture referrer information you will need to type "Referrer" in the box for this column.


Order On Form Enter a number in this column to describe the order you wish for the fields to be displayed in. Where possible, please enter the fields in the correct order.


Compulsory Field If it's mandatory for the field to be captured, please set this to "Yes".


File:Order Form.png


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 email webforms@dizions.co.uk

Web Referral 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 and acknowledged by email.

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 requested fields must be on the Available Field list from the data migration centre, of your system. If extra fields are required, in addition to the included 40 from the Available Field list, this will incur an additional fee of £100 (ex VAT), up to a maximum of 80 fields per form.

If you cancel the order before completion, then the full fee 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 any changes.

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 of £120 (ex VAT) 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 and is payable in advance. 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 up to the termination date. If the service is terminated, any pre-paid hosting fee will not be refunded. The Web Form will be removed on the termination date.



Helpheader small.png