What is a Custom Process Model?
Learn about Custom Process Models in Behavioral Case Manager.
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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 display clean and organized data. Here are the available layout components and their functions:
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Columns: 2
- This option divides the page into two columns and allows users to place different elements side by side for a cleaner presentation. Although the default is 2 columns, the number can be changed when creating or editing columns.
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Field Set:
- Field sets enable users to group related elements together on a page, making it easier to manage and comprehend related data.
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Table: 3x3
- The table component lets users create a table with three rows and three columns, perfect for presenting data in a tabular format. Although the default is 3x3, the number can be changed when creating or editing table.
- The table component lets users create a table with three rows and three columns, perfect for presenting data in a tabular format. Although the default is 3x3, the number can be changed when creating or editing table.
Pre-defined Components
Pre-defined components are pre-built versions of basic components and cannot be edited. They serve specific purposes related to the person or case information. Here are the available pre-defined components and their functions:
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Address
- Home Address
- City
- State
- Zip
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Race (Drop-down with options):
- American Indian or Alaska Native
- Asian
- Black or African American
- Native Hawaiian or Other Pacific Islander
- White
- Multiracial
- Unknown
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Ethnicity (Options):
- Hispanic or Latino or Spanish Origin
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Not Hispanic or Latino or Spanish Origin
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Individual Education Program (Yes/No)
- Indicates whether the individual has an education program tailored to their needs.
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Section 504 (Yes/No)
- Indicates whether Section 504 applies to the individual.
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Related Cases
- Manually link cases to show among related incidents.
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Target
- An open field that pulls data from the SIS (Student Information System) or relevant sources.
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Person Completing Form (Open Field):
- Captures the information about the person completing the form and provides an audit trail of the input.
- Captures the information about the person completing the form and provides an audit trail of the input.
Basic Components
Basic components provide essential form elements to capture various types of data. Users can customize them as needed. Here are the basic components and their functions:
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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.
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Text Field
- Captures a single line of text, suitable for short responses.
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Text Area
- Provides an area for multiple lines of text, ideal for longer explanations or descriptions.
- Provides an area for multiple lines of text, ideal for longer explanations or descriptions.
- Number
- Allows users to select or enter numbers only. The label can be customized, such as changing it to “ID.”
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Checkbox
- Presents a box next to text provided by the model creator, allowing users to check it to indicate a choice or selection.
- Presents a box next to text provided by the model creator, allowing users to check it to indicate a choice or selection.
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Email
- Captures email addresses of the individuals.
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Phone Number:
- Captures phone numbers. The label can be modified, for example, to "Home/Mobile."
- Captures phone numbers. The label can be modified, for example, to "Home/Mobile."
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Date/Time:
- Captures date and time information. Can be set to capture date only or time only.
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Select Boxes:
- Allows users to select multiple boxes based on the content provided.
- Allows users to select multiple boxes based on the content provided.
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Open Select Boxes:
- Enables users to add their content to the select boxes and then check the relevant options.
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Select:
- Appears as a drop-down menu, allowing users to choose a single option from the provided list.
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Radio:
- Presents options with radio buttons, and users can only select one option.
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Tags:
- Allows adding custom tags to organize and categorize data effectively.
- Allows adding custom tags to organize and categorize data effectively.
Field Requirements:
Users can set fields to be required or mark them as the initial focus. This feature is useful to guide users' attention to specific questions or content when using the model, particularly in sections with a lot of content or questions.