Smartstaff, administrator
421
edits
Changes
no edit summary
{{ Banner-UnderConstruction }}
=Introduction to Form 1 Integration Process=
==Overview==
As of October 1, 2018, facilities enrolled with HCAI are required to submit the Form 1 Attendant Care Assessment electronically.
This section will briefly overview the steps necessary to integrate the Form 1 field and associated settings from an existing SmartSimple instance into the target instance.
# Navigate to the UTA where the Form 1 type will be created
# Create a new L2 Type called “Form 1"
# Import the Custom Fields under the new Form 1 type
# Create a new L3 type called “Form 1 Activities”
# Associate the L2 type as the parent of the L3
# Import the custom fields into the L3 Form 1 Activities type
# Map the new L3 type custom fields to the appropriate XML
=Integrating Form 1=
==Step 1: Creation of the L2 Type==
Navigate to the UTA where the Form 1 type will be created. Once there, click the “Configuration Settings” button (represented as a cog ).
: [[File:1 - Level 2 General Settings.jpg]]
<sub>Level 2 General Settings</sub>
Within the Types menu, click the “+” New Type button to create a new L2 Type. Within the “Name:” field input “Form 1". Click “Save”.
==Step 2: Import of L2 Custom Fields==
Once the new type has been saved, click the “Custom Fields” link within the left-hand menu. Once in the menu, click the “Import” button. This will allow you to import a previously exported list of custom fields.
: [[File:2 - Form 1 Type Custom Field Import.jpg]]
Form 1 Type Custom Field Import
==Step 3: Creation of L3 Type==
The Level 3 type must now be created. Navigating back to the Configuration Settings of the relevant UTA, click the Level 3 header. Now click the “Types” link under “General Settings”. Click the “+” (New Type) button at the top of the page to create a new Level 3 type. Under the “Name:” field, input the name “Form 1 Activities”.
: [[File:3 - L3 Assessment Activity Type creation.jpg]]
L3 Assessment Activity Type creation
: [[File:4 - L3 Associated Parent Availability.png]]
L3 Associated Parent Availability
==Step 4: Import of L3 Custom Fields==
Once the new type has been saved, click the “Custom Fields” link within the left-hand menu. Once in the menu, click the “Import” button. This will allow you to import a previously exported list of custom fields. Please use the following code to import the Level 3 fields.
: [[File:5 - Form 1 Type Custom Field Import.jpg]]
Form 1 Type Custom Field Import
When the “Import” button is clicked, the code containing the exported custom fields can be pasted into the “Import” modal window. Please find the code by clicking here.
==Step 5: Dynamic Field Visibility Controls==
We must create a Dynamic Field Visibility Control that will either show or hide the “How Many” field depending on the selection made on the “Part 4 Attachments” field.
: [[File:6 - L3 Part 4 Attachments Dynamic Field Visibility Control.jpg]]
L3 Part 4 Attachments Dynamic Field Visibility Control
==Step 6: Map the new L3 type custom fields to the appropriate XML==
The Advanced Data Table (XML) must be created using the section builder within the “Line_Item_Creation” custom field. In order to do this, we must first navigate to the list of Level 2 “Types” and select “Form 1”.
: [[File:7 - LineItem XML.jpg]]
From the “Assessment Activity Type” dropdown menu, select “Form 1 Activities”.
: [[File:8 - LineItem XML Cells.jpg]]
Input the following information into the specified cells:
==Removing Standard Fields from Form 1==
In order to remove all Custom Fields other than those necessary for Form 1, navigate back to the UTA configuration settings and go to the Level 2 tab. Click the “Custom Fields” link.
: [[File:9 - Form 1 Type Custom Field Import .jpg]]
Form 1 Type Custom Field Import
=Code to be Imported=
==Level 2 Fields Import Code==
Please click the link below and download the text file. Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.
[[File:Level 2 Field Import.txt|Level 2 Field Import]]
==Level 3 Fields Import Code==
Please click the link below and download the text file. Select all (Ctrl+A) of the code below and Paste into the text field of the Form 1 Type Import window.
[[File:Level 3 Field Import.txt|Level 3 Field Import]]
==Line_Item_Creation XML Select One Combo Box Content==
Please click the link below and download the text file. Select all (Ctrl+A) of the code below and Paste into the "Content" section of the Select One Combo Box field.
<span style="font-family: Verdana, Arial, Helvetica, sans-serif;">[[File:LINE ITEM CREATION XML Select One Combo Box Content.txt|LINE ITEM CREATION XML Select One Combo Box Content]] </span>
