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Create material type to export application, forms, letter, and notes into a single PDF for archiving.

Outcome:

  1. Build application-creation form in prod

    1. Update hidden round field

    2. Update properties to require login (turned off for testing)

  2. Create system fields in prod

  3. Create entity in prod

  4. Create workflow in prod

  5. Add material types in prod

  6. Create custom permission? Realm?

Application Form

Permissions/Security

  1. Create new custom permission for “Permission: Accommodation App”

  2. Create rule to add custom permission to records that have an app in that round.

  3. User Permissions updates:

    1. Create Realm = Accommodation App

    2. Create custom permission for general/other use:

      1. Custom Permission = Accommodation App

        1. Workflow

        2. Fields for the entity

        3. Materials

    3. Create Role = PP-A ACC: OGSS Accommodation Reviewer

Workflow

  1. Create new workflow + bins

  2. Create screening form

  3. Create final decision form

Entity

Accommodation App

  • Request (prompt list of common requests + other)

  • Request - Other (open text)

  • Status (prompt)

  • Duration (prompt)

  • Expiration Date (open text)

Portal