Catholic Order of Foresters Config
Guide:
Catholic Order of Foresters Config
Guide:
Start
workspace
Design
theme
Design
Theme is where you can manage the front-end design/overall appearance of the website.
Step by Step Guide:
Theme
Titl e
CUSTOM PAGE
1.
Control Panel
Navigation
TIP: You can preview any theme changes you make within each section.
2.
Branding & Content
Theme
3.
State Forms
Fig 1. (Click on image to enlarge)
Workspace
4.
Commission Reports / Policy Enquiry
5.
Select the three dots on the right and then click ‘edit’
6.
Select one of the headings to open up the section.
Announcements
Choose the appropriate colours by using the hex colour picker, RGBA colour picker or the colour wheel/colour gradient slider.
7.
Carousel
News
Choose the appropriate boarder radius using REM
8.
Leading The Way
Choose the appropriate fonts/font size/line height/font style
9.
Once happy, scroll right down to the bottom of the page and click save.
10.
Custom Page
Custom Page
Once you have created a form via the form builder, you can now create a custom page which will allow users to navigate to it (See navigation). Step by Step Guide:
Design
Theme
Titl e
CUSTOM PAGE
1.
Control Panel
2.
Branding & Content
Navigation
Custom Pages
3.
Select ‘Create Custom Page’
4.
State Forms
5.
Name the Custom Page
Commission Reports / Policy Enquiry
6.
Select the roles (See roles and permissions) that should have access to that custom page
Select the environment the custom page should display on
7.
Announcements
Is full screen?
8.
Carousel
Custom public ID required?
9.
Choose page type
10.
News
Dynamic form: most common type. If you select this form type you will be asked to choose a dynamic form
a.
Leading The Way
iFrame: embed third-party elements. If you select this type of form you will be asked to insert the iFrame URL and iFrame height in pixel.
b.
Document Repository (see document repository)
c.
If you like would like multiple tabs, select add item.
10.
Navigation
Navigation
Navigation is where you can arrange the menu of links to other web pages, usually internal site pages. Navigation menus appear in page headers or sidebars across a website, allowing visitors to access the most useful pages quickly. Navigation also helps visitors comprehend the relationships between individual pages on a website via the use of drop downs (sub-navigation menus). Step by Step Guide:
Design
Theme
Titl e
CUSTOM PAGE
Navigation
1.
Control Panel
2.
Branding & Content
Fig 2. (Click on image to enlarge)
State Forms
Navigation
3.
Workspace
4.
Commission Reports / Policy Enquiry
5.
Select the three dots on the right and then click ‘edit’
Announcements
6.
Scroll down to site navigation section
Select add item
7.
Carousel
See Fig 2.
8.
News
9.
Name the ‘button’ e.g. State Forms (Label)
Leading The Way
10.
Choose a link type e.g. custom page (see custom pages)
11.
Choose the destination. This can be a custom page you set up earlier.
Document Repository
State Forms
Document Repository
Design
A document repository is a shared digital storage space. It is managed by users who have been granted administrative rights and controls (see ‘Roles and Permissions’). Here, you can create folders, add documents to those folders and even add tags to documents e.g. ‘Training’, ‘Annuities’, ‘Life’. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
1.
Control Panel
Users
Fig 3. (Click on image to enlarge)
2.
General Settings
Document Repositories
3.
Commission Reports / Policy Enquiry
Create New Document Repository (See Fig 3.)
4.
5.
Choose the name of the Doc Repo
Announcements
6.
Choose the Site Access
Carousel
The user will need to choose which site will have access to this document repository as this is the first step to refining the users that will have the ability to view the documents.
a.
News
Leading The Way
7.
Choose Role Access
The options available in the drop down are dependant on the site access chosen previously
a.
Document Repository Continued...
Document Repository Continued...
8.
Choose Document Access Level: Own or All
Design
Own: User only gets access to the documents assigned to them (See commission reports)
a.
Fig 4. (Click to enlarge)
Fig 5. (Click to enlarge)
State Forms
Titl e
All: All users get access to all documents
b.
Document Repository
Select Allowable Documents
9.
ROLES & PERMISSIONS
Choose at least one document type that can be added to this document repository.
a.
Users
Demo Video (Click to view)
Choose a category type and enter the category values (see demo below for examples)
10.
Commission Reports / Policy Enquiry
11.
Ensure you are happy with the order of the categories
the order of the categories determine the parent child relationship between the folders. We call them categories during this stage as oppose to folders because the document repository may expand and have different use cases (meaning it may not always be set up as folders e.g. commission reports)
a.
Announcements
Carousel
News
Leading The Way
Roles & Permissions
State Forms
Roles & Permissions
Design
You can use this tool/feature to create a user type (Role) based on their responsibilities/access needs. Assign the Role the permissions as needed to accommodate the business requirements. Regularly review and update your access control policies to ensure long-term security and efficiency. Common user roles include administrators, managers, reporters etc. By utilizing Role ID, Role Name, and Role Description, administrators can ensure that users have the appropriate level of access to the resources and information needed to do their job, while also protecting sensitive information and maintaining security. The Permissions section allows you to assign specific roles and permissions to Platform users, ensuring that sensitive information is protected and that only authorized users have access to certain features and data. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
Users
Commission Reports / Policy Enquiry
Fig 6. (Click on image to enlarge)
Announcements
1.
Control Panel
2.
General Settings
Carousel
Document Repositories
3.
News
Role & Permissions (See Fig 6.)
4.
Leading The Way
To review the permissions/accessibility for each role, click the three dots on the right of a role
5.
Roles & Permissions Continued...
Roles & Permissions Continued...
Fig 7. (Click on image to enlarge)
Design
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
Users
Commission Reports / Policy Enquiry
6.
Amend permissions as needed for the role
Announcements
Click save
7.
Carousel
If you would like to create a new role, simply click ‘Add New Role'
8.
News
Give the role and ‘ID’ a name and general description
9.
Leading The Way
Then select the permissions/access to features you would like the role to have
10.
Users
State Forms
Fig 8. (Click on image to enlarge)
Users
Design
To create a new workspace (WS) or control panel (CP) user, to assign a role to existing users, or to a see what roles have been assigned to users. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
1.
Control Panel
Users
2.
Users
To create a new user select the drop down on the top right and choose CP or WS. (See Fig 8.)
3.
Commission Reports / Policy Enquiry
Fig 9. (Click on image to enlarge)
To review the roles assigned to an existing user, type their name, email or staff ID and click ‘Search’. Then click the three dots on the right of their name and select ‘View’
4.
Announcements
Carousel
You can edit the user details by selecting the drop down on the top right. (See Fig 9.)
5.
News
Leading The Way
6.
You can add and remove roles. (See Fig 9.)
Commission Reports / Policy Enquiry
Commission Reports / Policy Enquiry
SFTP
Design
The ManageMy team sets up an SFTP folder, which we give the business partner, COF, access to. We set up configuration via the Control Panel which effectively looks into certain areas of the SFTP for a file that has been dropped in, to be picked up/processed and deliver the file to the correct place. Below is a step by step guide on how to use the SFTP for the scenario of importing customer data.
State Forms
Titl e
Commission Reports / Policy Enquiry
Part 1
Part 1: SFTP
Part 2
MM will create the SFTP on your behalf because we can set it up in such a way that they wont be automatically deleted.
Announcements
1.
SFTP
Demo Video (Click to view)
2.
Select a folder (there is only 1 folder per environment)
Carousel
Once in the environment folder, select ‘Uploads’
3.
News
You will see sub-folders that will cover a list of scenarios
4.
Leading The Way
Part 2: Control Panel
Part 2: Control Panel
Demo Video (Click to view)
Step by Step Guide:
Design
1.
Control Panel
State Forms
2.
Advanced
Titl e
Commission Reports / Policy Enquiry
SFTP management (this is where you tell the platform which folder it needs to look in)
3.
Part 1
Customer Create
4.
Part 2
TIP: Ensure data in any date field is in the correct format
Announcements
Demo Video (Click to view)
Carousel
TIP: When you have policy based configurations, it is important to input the Product in the SFTP.
News
Leading The Way
Announcements
Announcements
Part 1 - Create The Form
Design
Step by step guide:
State Forms
Titl e
Fig 10. (Click on image to enlarge)
1.
Control Panel
Commission Reports / Policy Enquiry
2.
Create Form:
Select Forms & Flows
a.
Announcements
Select Forms Manager
b.
Part 1
Select the ‘Please Select’ drop-down in the top right and choose an option:
c.
Part 2
Create Form:
i.
Carousel
Add New Form JSON:
ii.
create a form (see Fig10 for form example)
b.
News
Leading The Way
Part 2: Create the Announcement
Part 2: Create the Announcement
Step by Step Guide:
Design
1.
Select General Settings
State Forms
2.
Select Announcement
Titl e
Commission Reports / Policy Enquiry
Select ‘Create New Announcement’. This will open up the ‘Create Announcement’ pop up form. (See Fig11)
3.
Fig 11. (Click on image to enlarge)
Announcements
TIP: If you cannot see the 'Announcement Tab check your permissions
Part 1
Part 2
Dismisses
4.
choose whether the user should be able to dismiss the announcement
a.
Carousel
News
TIP: If you dismiss the message and it has >0 ‘maximum dismisses’ it will only appear the next day.
Leading The Way
Part 2: Create the Announcement continued...
Part 2: Create the Announcement
Step by Step Guide:
Design
1.
Select General Settings
State Forms
2.
Select Announcement
Titl e
Commission Reports / Policy Enquiry
Select ‘Create New Announcement’. This will open up the ‘Create Announcement’ pop up form. (See Fig11)
3.
Fig 11. (Click on image to enlarge)
Announcements
TIP: If you cannot see the 'Announcement Tab check your permissions
Part 1
Part 2
Dismisses
4.
choose whether the user should be able to dismiss the announcement
a.
Carousel
News
TIP: If you dismiss the message and it has >0 ‘maximum dismisses’ it will only appear the next day.
Leading The Way
Part 2: Create the Announcement continued...
Part 2: Create the Announcement continued...
Recurring: Enter in the recurring number, recurring frequency and Recurring relative to.
5.
Design
E.g Recurring number = 1, Recurring Frequency = Month, Reoccurring relative to = Start of the month (This announcement will display on the first of the month)
a.
State Forms
Titl e
Commission Reports / Policy Enquiry
E.g Recurring number = 1, Recurring Frequency = Month, Reoccurring relative to = Start of the month (This announcement will display on the first of the month
b.
Announcements
Demo Video (Click to view)
Part 1
Part 2
Carousel
News
Leading The Way
Conditions: You can configure conditions so that only certain groups/agents get the announcement.
6.
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
Carousel
Carousel
Form Builder
Design
The carousel is a feature you can insert into any form via the Form Builder. Step by Step Guide:
State Forms
Titl e
Commission Reports / Policy Enquiry
1.
Control Panel
2.
Forms & Flows
Announcements
Forms Manager
3.
Carousel
Agent Hub
4.
Form Builder
Demo Video (Click to view)
News
Leading The Way
Form Builder Continued...
Form Builder Continued...
Create Field → Properties → Type: Group → Options → Group type: Carousel
1.
Design
Insert child field → Properties → Type: Group → Options → Group type: Column
2.
State Forms
Insert child field → Properties → Type: Group → Options → Group type: Column
3.
Titl e
Commission Reports / Policy Enquiry
Insert child field → Properties → Type: Markup → Options → Markup type: Paragraph → Value
4.
Insert child field → Properties → Type: Markup → Options → Markup Type: Spacer
5.
Announcements
Insert child field → Properties → Type: Markup → Options → Markup Type: Text → Value
6.
Carousel
Insert child field → Properties → Type: Markup → Options → Markup Type: Button→ Value → Actions → Type: Open URL → value (insert link from media repository) → Target (web): New (this will open the link in a new tab) → Target (App): Browser
7.
Form Builder
Fig 12. (Click on image to enlarge)
News
Leading The Way
TIP: to design the carousel, select the field and go to the Field Properties ‘Style’
By creating more columns under the main Carousel field and repeating the process you can have multiple elements on the carousel.
8.
News
News
Form Builder
Design
This demo shows how the news section of the agent hub was created. In this example a link to a custom page was used. See custom pages for more information.
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Carousel
News
Form Builder
Leading The Way
Leading The Way
Leading The Way
Form Builder
Design
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Carousel
News
Leading The Way
Form Builder
Media Repository
Media Repository
Media Repository
The Media Repository serves as a centralized and secure hub for managing and storing media assets related to our insurance products. It provides a convenient and organized way to store, access, and download media files such as images, videos, documents, and other digital assets. With the Media Repository, authorized users can easily upload and categorize media assets specific to different insurance products and campaigns. This allows for efficient collaboration and ensures that the most up-to-date and relevant media files are readily available. Step by Step Guide:
Design
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Fig 13. (Click on image to enlarge)
1.
Control Panel
Carousel
2.
Branding & Content
News
Media Repository
3.
Leading The Way
Add new file (top right)
4.
Form Builder
5.
Select file
6.
Name the file
Media Repository
Add any tags you wish
7.
If you wish to add multiple files in one go, click ‘Add Item’
8.
9.
Select upload
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
The Role & Permissions page is split into two tabs; Workspace and Control Panel. The Workspace tab will show you all the roles already set up for all workspace users. Any ‘new role’ created on this tab will only be for Workspace users.
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
Example with 2 parent folders. Dad would have the same sub-folders as mum.
Fill in the form and click ‘Save’
To create a new user select the drop down on the top right and choose CP or WS.
You can edit, delete and download files by clicking the three dots on the right. You can also copy the link to the file (See form builder).
When a file is dropped into this SFTP location, it will trigger a workflow. In this demo, we move to the workflow section of the CP, review the commands and open the form. The form contains the customer fields that were agreed upon when developing the data dictionary. These fields make up the customer profile. A file (the excel) with column headings that match the form fields (e.g FirstName, MiddleName, DateOfBirth) is uploaded into the corresponding SFTP folder. If field data is missing from the file (the excel) e.g. first name, that data field will remain empty.
The order of the categories effect how the folders are organized.
You will be able to click each ‘Permission Type’ and see which aspects of that feature that role has access to. You can add and remove permissions as needed.
When a file is dropped into this SFTP location, it will trigger a workflow. In this demo, we move to the workflow section of the CP, review the commands and open the form. The form contains the customer fields that were agreed upon when developing the data dictionary. These fields make up the customer profile. A file (the excel) with column headings that match the form fields (e.g FirstName, MiddleName, DateOfBirth) is uploaded into the corresponding SFTP folder. If field data is missing from the file (the excel) e.g. first name, that data field will remain empty.
When the file is dropped, the system picks it up and processes it. You can review the process in two locations: 1. History 2. Cron Job. You can see from this demo that the file was dropped, picked up and processed successfully because we can go to the workspace and find the customer data.
There are two sections to complete when you create a doc repo. The first is called ‘Create Document Repository’. Here you will choose the name of the doc repo and refine who has access to it. The second section is called ‘Configuration’. Here you will choose the file types that will be allowed to be added to the document repository, the hierarchy of the categories/folders and the category values.
When the file is dropped, the system picks it up and processes it. You can review the process in two locations: 1. History 2. Cron Job. You can see from this demo that the file was dropped, picked up and processed successfully because we can go to the workspace and find the customer data.
You can add and remove roles
You can edit the user details by selecting the drop down on the top right
COF User Guide
Phil Haig
Created on October 24, 2023
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Transcript
Catholic Order of Foresters Config Guide:
Catholic Order of Foresters Config Guide:
Start
workspace
Design
theme
Design
Theme is where you can manage the front-end design/overall appearance of the website. Step by Step Guide:
Theme
Titl e
CUSTOM PAGE
1.
Control Panel
Navigation
TIP: You can preview any theme changes you make within each section.
2.
Branding & Content
Theme
3.
State Forms
Fig 1. (Click on image to enlarge)
Workspace
4.
Commission Reports / Policy Enquiry
5.
Select the three dots on the right and then click ‘edit’
6.
Select one of the headings to open up the section.
Announcements
Choose the appropriate colours by using the hex colour picker, RGBA colour picker or the colour wheel/colour gradient slider.
7.
Carousel
News
Choose the appropriate boarder radius using REM
8.
Leading The Way
Choose the appropriate fonts/font size/line height/font style
9.
Once happy, scroll right down to the bottom of the page and click save.
10.
Custom Page
Custom Page
Once you have created a form via the form builder, you can now create a custom page which will allow users to navigate to it (See navigation). Step by Step Guide:
Design
Theme
Titl e
CUSTOM PAGE
1.
Control Panel
2.
Branding & Content
Navigation
Custom Pages
3.
Select ‘Create Custom Page’
4.
State Forms
5.
Name the Custom Page
Commission Reports / Policy Enquiry
6.
Select the roles (See roles and permissions) that should have access to that custom page
Select the environment the custom page should display on
7.
Announcements
Is full screen?
8.
Carousel
Custom public ID required?
9.
Choose page type
10.
News
Dynamic form: most common type. If you select this form type you will be asked to choose a dynamic form
a.
Leading The Way
iFrame: embed third-party elements. If you select this type of form you will be asked to insert the iFrame URL and iFrame height in pixel.
b.
Document Repository (see document repository)
c.
If you like would like multiple tabs, select add item.
10.
Navigation
Navigation
Navigation is where you can arrange the menu of links to other web pages, usually internal site pages. Navigation menus appear in page headers or sidebars across a website, allowing visitors to access the most useful pages quickly. Navigation also helps visitors comprehend the relationships between individual pages on a website via the use of drop downs (sub-navigation menus). Step by Step Guide:
Design
Theme
Titl e
CUSTOM PAGE
Navigation
1.
Control Panel
2.
Branding & Content
Fig 2. (Click on image to enlarge)
State Forms
Navigation
3.
Workspace
4.
Commission Reports / Policy Enquiry
5.
Select the three dots on the right and then click ‘edit’
Announcements
6.
Scroll down to site navigation section
Select add item
7.
Carousel
See Fig 2.
8.
News
9.
Name the ‘button’ e.g. State Forms (Label)
Leading The Way
10.
Choose a link type e.g. custom page (see custom pages)
11.
Choose the destination. This can be a custom page you set up earlier.
Document Repository
State Forms
Document Repository
Design
A document repository is a shared digital storage space. It is managed by users who have been granted administrative rights and controls (see ‘Roles and Permissions’). Here, you can create folders, add documents to those folders and even add tags to documents e.g. ‘Training’, ‘Annuities’, ‘Life’. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
1.
Control Panel
Users
Fig 3. (Click on image to enlarge)
2.
General Settings
Document Repositories
3.
Commission Reports / Policy Enquiry
Create New Document Repository (See Fig 3.)
4.
5.
Choose the name of the Doc Repo
Announcements
6.
Choose the Site Access
Carousel
The user will need to choose which site will have access to this document repository as this is the first step to refining the users that will have the ability to view the documents.
a.
News
Leading The Way
7.
Choose Role Access
The options available in the drop down are dependant on the site access chosen previously
a.
Document Repository Continued...
Document Repository Continued...
8.
Choose Document Access Level: Own or All
Design
Own: User only gets access to the documents assigned to them (See commission reports)
a.
Fig 4. (Click to enlarge)
Fig 5. (Click to enlarge)
State Forms
Titl e
All: All users get access to all documents
b.
Document Repository
Select Allowable Documents
9.
ROLES & PERMISSIONS
Choose at least one document type that can be added to this document repository.
a.
Users
Demo Video (Click to view)
Choose a category type and enter the category values (see demo below for examples)
10.
Commission Reports / Policy Enquiry
11.
Ensure you are happy with the order of the categories
the order of the categories determine the parent child relationship between the folders. We call them categories during this stage as oppose to folders because the document repository may expand and have different use cases (meaning it may not always be set up as folders e.g. commission reports)
a.
Announcements
Carousel
News
Leading The Way
Roles & Permissions
State Forms
Roles & Permissions
Design
You can use this tool/feature to create a user type (Role) based on their responsibilities/access needs. Assign the Role the permissions as needed to accommodate the business requirements. Regularly review and update your access control policies to ensure long-term security and efficiency. Common user roles include administrators, managers, reporters etc. By utilizing Role ID, Role Name, and Role Description, administrators can ensure that users have the appropriate level of access to the resources and information needed to do their job, while also protecting sensitive information and maintaining security. The Permissions section allows you to assign specific roles and permissions to Platform users, ensuring that sensitive information is protected and that only authorized users have access to certain features and data. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
Users
Commission Reports / Policy Enquiry
Fig 6. (Click on image to enlarge)
Announcements
1.
Control Panel
2.
General Settings
Carousel
Document Repositories
3.
News
Role & Permissions (See Fig 6.)
4.
Leading The Way
To review the permissions/accessibility for each role, click the three dots on the right of a role
5.
Roles & Permissions Continued...
Roles & Permissions Continued...
Fig 7. (Click on image to enlarge)
Design
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
Users
Commission Reports / Policy Enquiry
6.
Amend permissions as needed for the role
Announcements
Click save
7.
Carousel
If you would like to create a new role, simply click ‘Add New Role'
8.
News
Give the role and ‘ID’ a name and general description
9.
Leading The Way
Then select the permissions/access to features you would like the role to have
10.
Users
State Forms
Fig 8. (Click on image to enlarge)
Users
Design
To create a new workspace (WS) or control panel (CP) user, to assign a role to existing users, or to a see what roles have been assigned to users. Step by Step Guide:
State Forms
Titl e
Document Repository
ROLES & PERMISSIONS
1.
Control Panel
Users
2.
Users
To create a new user select the drop down on the top right and choose CP or WS. (See Fig 8.)
3.
Commission Reports / Policy Enquiry
Fig 9. (Click on image to enlarge)
To review the roles assigned to an existing user, type their name, email or staff ID and click ‘Search’. Then click the three dots on the right of their name and select ‘View’
4.
Announcements
Carousel
You can edit the user details by selecting the drop down on the top right. (See Fig 9.)
5.
News
Leading The Way
6.
You can add and remove roles. (See Fig 9.)
Commission Reports / Policy Enquiry
Commission Reports / Policy Enquiry
SFTP
Design
The ManageMy team sets up an SFTP folder, which we give the business partner, COF, access to. We set up configuration via the Control Panel which effectively looks into certain areas of the SFTP for a file that has been dropped in, to be picked up/processed and deliver the file to the correct place. Below is a step by step guide on how to use the SFTP for the scenario of importing customer data.
State Forms
Titl e
Commission Reports / Policy Enquiry
Part 1
Part 1: SFTP
Part 2
MM will create the SFTP on your behalf because we can set it up in such a way that they wont be automatically deleted.
Announcements
1.
SFTP
Demo Video (Click to view)
2.
Select a folder (there is only 1 folder per environment)
Carousel
Once in the environment folder, select ‘Uploads’
3.
News
You will see sub-folders that will cover a list of scenarios
4.
Leading The Way
Part 2: Control Panel
Part 2: Control Panel
Demo Video (Click to view)
Step by Step Guide:
Design
1.
Control Panel
State Forms
2.
Advanced
Titl e
Commission Reports / Policy Enquiry
SFTP management (this is where you tell the platform which folder it needs to look in)
3.
Part 1
Customer Create
4.
Part 2
TIP: Ensure data in any date field is in the correct format
Announcements
Demo Video (Click to view)
Carousel
TIP: When you have policy based configurations, it is important to input the Product in the SFTP.
News
Leading The Way
Announcements
Announcements
Part 1 - Create The Form
Design
Step by step guide:
State Forms
Titl e
Fig 10. (Click on image to enlarge)
1.
Control Panel
Commission Reports / Policy Enquiry
2.
Create Form:
Select Forms & Flows
a.
Announcements
Select Forms Manager
b.
Part 1
Select the ‘Please Select’ drop-down in the top right and choose an option:
c.
Part 2
Create Form:
i.
Carousel
Add New Form JSON:
ii.
create a form (see Fig10 for form example)
b.
News
Leading The Way
Part 2: Create the Announcement
Part 2: Create the Announcement
Step by Step Guide:
Design
1.
Select General Settings
State Forms
2.
Select Announcement
Titl e
Commission Reports / Policy Enquiry
Select ‘Create New Announcement’. This will open up the ‘Create Announcement’ pop up form. (See Fig11)
3.
Fig 11. (Click on image to enlarge)
Announcements
TIP: If you cannot see the 'Announcement Tab check your permissions
Part 1
Part 2
Dismisses
4.
choose whether the user should be able to dismiss the announcement
a.
Carousel
News
TIP: If you dismiss the message and it has >0 ‘maximum dismisses’ it will only appear the next day.
Leading The Way
Part 2: Create the Announcement continued...
Part 2: Create the Announcement
Step by Step Guide:
Design
1.
Select General Settings
State Forms
2.
Select Announcement
Titl e
Commission Reports / Policy Enquiry
Select ‘Create New Announcement’. This will open up the ‘Create Announcement’ pop up form. (See Fig11)
3.
Fig 11. (Click on image to enlarge)
Announcements
TIP: If you cannot see the 'Announcement Tab check your permissions
Part 1
Part 2
Dismisses
4.
choose whether the user should be able to dismiss the announcement
a.
Carousel
News
TIP: If you dismiss the message and it has >0 ‘maximum dismisses’ it will only appear the next day.
Leading The Way
Part 2: Create the Announcement continued...
Part 2: Create the Announcement continued...
Recurring: Enter in the recurring number, recurring frequency and Recurring relative to.
5.
Design
E.g Recurring number = 1, Recurring Frequency = Month, Reoccurring relative to = Start of the month (This announcement will display on the first of the month)
a.
State Forms
Titl e
Commission Reports / Policy Enquiry
E.g Recurring number = 1, Recurring Frequency = Month, Reoccurring relative to = Start of the month (This announcement will display on the first of the month
b.
Announcements
Demo Video (Click to view)
Part 1
Part 2
Carousel
News
Leading The Way
Conditions: You can configure conditions so that only certain groups/agents get the announcement.
6.
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
Carousel
Carousel
Form Builder
Design
The carousel is a feature you can insert into any form via the Form Builder. Step by Step Guide:
State Forms
Titl e
Commission Reports / Policy Enquiry
1.
Control Panel
2.
Forms & Flows
Announcements
Forms Manager
3.
Carousel
Agent Hub
4.
Form Builder
Demo Video (Click to view)
News
Leading The Way
Form Builder Continued...
Form Builder Continued...
Create Field → Properties → Type: Group → Options → Group type: Carousel
1.
Design
Insert child field → Properties → Type: Group → Options → Group type: Column
2.
State Forms
Insert child field → Properties → Type: Group → Options → Group type: Column
3.
Titl e
Commission Reports / Policy Enquiry
Insert child field → Properties → Type: Markup → Options → Markup type: Paragraph → Value
4.
Insert child field → Properties → Type: Markup → Options → Markup Type: Spacer
5.
Announcements
Insert child field → Properties → Type: Markup → Options → Markup Type: Text → Value
6.
Carousel
Insert child field → Properties → Type: Markup → Options → Markup Type: Button→ Value → Actions → Type: Open URL → value (insert link from media repository) → Target (web): New (this will open the link in a new tab) → Target (App): Browser
7.
Form Builder
Fig 12. (Click on image to enlarge)
News
Leading The Way
TIP: to design the carousel, select the field and go to the Field Properties ‘Style’
By creating more columns under the main Carousel field and repeating the process you can have multiple elements on the carousel.
8.
News
News
Form Builder
Design
This demo shows how the news section of the agent hub was created. In this example a link to a custom page was used. See custom pages for more information.
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Carousel
News
Form Builder
Leading The Way
Leading The Way
Leading The Way
Form Builder
Design
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Carousel
News
Leading The Way
Form Builder
Media Repository
Media Repository
Media Repository
The Media Repository serves as a centralized and secure hub for managing and storing media assets related to our insurance products. It provides a convenient and organized way to store, access, and download media files such as images, videos, documents, and other digital assets. With the Media Repository, authorized users can easily upload and categorize media assets specific to different insurance products and campaigns. This allows for efficient collaboration and ensures that the most up-to-date and relevant media files are readily available. Step by Step Guide:
Design
State Forms
Titl e
Commission Reports / Policy Enquiry
Announcements
Fig 13. (Click on image to enlarge)
1.
Control Panel
Carousel
2.
Branding & Content
News
Media Repository
3.
Leading The Way
Add new file (top right)
4.
Form Builder
5.
Select file
6.
Name the file
Media Repository
Add any tags you wish
7.
If you wish to add multiple files in one go, click ‘Add Item’
8.
9.
Select upload
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
The Role & Permissions page is split into two tabs; Workspace and Control Panel. The Workspace tab will show you all the roles already set up for all workspace users. Any ‘new role’ created on this tab will only be for Workspace users.
You can see from the demo video the announcement does not appear again because it is set to only reoccur once a day.
Example with 2 parent folders. Dad would have the same sub-folders as mum.
Fill in the form and click ‘Save’
To create a new user select the drop down on the top right and choose CP or WS.
You can edit, delete and download files by clicking the three dots on the right. You can also copy the link to the file (See form builder).
When a file is dropped into this SFTP location, it will trigger a workflow. In this demo, we move to the workflow section of the CP, review the commands and open the form. The form contains the customer fields that were agreed upon when developing the data dictionary. These fields make up the customer profile. A file (the excel) with column headings that match the form fields (e.g FirstName, MiddleName, DateOfBirth) is uploaded into the corresponding SFTP folder. If field data is missing from the file (the excel) e.g. first name, that data field will remain empty.
The order of the categories effect how the folders are organized.
You will be able to click each ‘Permission Type’ and see which aspects of that feature that role has access to. You can add and remove permissions as needed.
When a file is dropped into this SFTP location, it will trigger a workflow. In this demo, we move to the workflow section of the CP, review the commands and open the form. The form contains the customer fields that were agreed upon when developing the data dictionary. These fields make up the customer profile. A file (the excel) with column headings that match the form fields (e.g FirstName, MiddleName, DateOfBirth) is uploaded into the corresponding SFTP folder. If field data is missing from the file (the excel) e.g. first name, that data field will remain empty.
When the file is dropped, the system picks it up and processes it. You can review the process in two locations: 1. History 2. Cron Job. You can see from this demo that the file was dropped, picked up and processed successfully because we can go to the workspace and find the customer data.
There are two sections to complete when you create a doc repo. The first is called ‘Create Document Repository’. Here you will choose the name of the doc repo and refine who has access to it. The second section is called ‘Configuration’. Here you will choose the file types that will be allowed to be added to the document repository, the hierarchy of the categories/folders and the category values.
When the file is dropped, the system picks it up and processes it. You can review the process in two locations: 1. History 2. Cron Job. You can see from this demo that the file was dropped, picked up and processed successfully because we can go to the workspace and find the customer data.
You can add and remove roles
You can edit the user details by selecting the drop down on the top right