What is a Custom Process Model?

Custom Process Models are tailor-made to fit user needs. The customization factor enables users to design a step by step guide to seize vital case details. There are various field components to help users create powerful and flexible pages to manage data effectively. Each component serves a specific purpose, allowing users to capture and organize information efficiently. 

Layout Components

The layout components allow users to structure the model, while displaying clean and organized data. Here are the available layout components and their functions:

• Columns: 2
  • This option divides the page into two columns and allows users to place different elements side by side for a more polished presentation. While the default setting is 2 columns, users can adjust the number of columns during creation or editing.
• Field Set:
  • Field sets enable users to group related elements together on a page, making it easier to manage and comprehend related data.
• Table: 3x3
  • The table component enables users to create a table with three rows and three columns, perfect for presenting data in a tabular format. Although the default table size is 3x3, users can adjust the number of rows and columns when creating or editing the table.

Pre-defined Components

Pre-defined components are pre-built versions of basic components and cannot be edited. They serve specific purposes related to individual or case details. Here are the available pre-defined components and their functions:

• Address
  • Home Address
  • City
  • State
  • Zip
• Race (Drop-down with options):
  • American Indian or Alaska Native
  • Asian
  • Black or African American
  • Native Hawaiian or Other Pacific Islander
  • White
  • Multiracial
  • Unknown
• Ethnicity (Options):
  • Hispanic or Latino or Spanish Origin
  • Not Hispanic or Latino or Spanish Origin
• Individual Education Program (Yes/No)
  • Indicates whether the individual has an education program tailored to their needs.
• Section 504 (Yes/No)
  • Indicates whether Section 504 applies to the individual.
• Related Cases
  • Manually link cases to display related incidents.
• Target
  • An open field that pulls data from the SIS (Student Information System) or relevant sources.
• Person Completing Form (Open Field):
  • Captures the information about the individual completing the form and provides an audit trail of the input.

Basic Components

Basic components offer essential form elements for capturing different types of data. Users can customize these elements as needed. Here are the basic components and their functions:

• Content
  • Add headers, paragraphs, or any other textual content. Users can also include links, images, tables, and videos. The content will appear on exported reports as "Content 1," "Content 2," and so on.
• Text Field
  • Captures a single line of text, suitable for short responses.
• Text Area
  • Provides an area for multiple lines of text, ideal for longer explanations or descriptions.
• Number
  • Allows users to input or select only numbers. The label can be customized, for example, to "ID".
• Checkbox
  • Displays a box next to text provided by the model creator, allowing users to check it to make a choice or selection.
• Email
  • Collects email addresses from individuals.
• Phone Number:
  • Collects phone numbers. The label can be customized, for example, to “Home/Mobile”.
• Date/Time:
  • Captures date and time information. It can be configured to record either date only or time only..
• Select Boxes:
  • Enables users to select multiple options based on the available content.
• Open Select Boxes:
  • Allows users to add their own content to the select boxes and then check the relevant options.
• Select:
  • Displays as a drop-down menu, enabling users to select a single option from the list..
• Radio:
  • Displays options with radio buttons, allowing users to select only one option.
• Tags:
  • Allows users to add custom tags to organize and categorize data effectively.