Creating a Custom Process Model- BTA
Learn how to create and customize a process model.
Our Case Management system comes equipped with various field components to help you create powerful and flexible pages to manage your data effectively. Each component serves a specific purpose, allowing you to capture and organize information efficiently. Let's dive into each field component and understand its function:
Layout Components:
The layout components allow you to structure your page, providing a clear and organized display for your data. Here are the available layout components and their functions:
a. Columns: 2
Function: This option divides the page into two columns, allowing you 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.
b. Field Set
Function: Field sets enable you to group related elements together on a page, making it easier to manage and comprehend data that belongs together.
c. Table: 3x3
Function: The table component lets you 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:
These components are pre-built versions of basic components and cannot be edited at this time. They serve specific purposes related to the person or case information. Here are the available pre-defined components and their functions:
a. Address
b. Race (Drop-down with options):
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American Indian or Alaska Native
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Asian
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Black or African American
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Native Hawaiian or Other Pacific Islander
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White
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Multiracial
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Unknown
c. Ethnicity (Options):
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Hispanic or Latino or Spanish Origin
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Not Hispanic or Latino or Spanish Origin
d. Individual Education Program (Yes/No)
Function: Indicates whether the individual has an education program tailored to their needs.
e. Section 504 (Yes/No)
Function: Indicates whether Section 504 applies to the individual.
f. Related Cases
Function: Allows manual linking of cases to show they are related incidents.
g. Target
Function: An open field that pulls data from the SIS (Student Information System) or relevant sources.
h. Person Completing Form (Open Field):
Function: Captures the information about the person completing the form and provides an audit trail of the input.
Basic Components:
These components provide essential form elements to capture various types of data. You can customize them as needed. Here are the basic components and their functions:
a. Content:
Function: Used to add headers, paragraphs, or any other textual content. You can also include links, images, tables, and videos. The content will appear on exported reports as "Content 1," "Content 2," and so on.
b. Text Field:
Function: Captures a single line of text, suitable for short responses.
c. Text Area:
Function: Provides an area for multiple lines of text, ideal for longer explanations or descriptions.
d. Number:
Function: Allows users to select or enter numbers only. The label can be customized, such as changing it to "ID."
e. Checkbox:
Function: Presents a box next to text provided by the model creator, allowing users to check it to indicate a choice or selection.
f. Email:
Function: Captures email addresses of the individuals.
g. Phone Number:
Function: Captures phone numbers. The label can be modified, for example, to "Home/Mobile."
h. Date/Time:
Function: Captures date and time information. Can be set to capture date only or time only.
i. Select Boxes:
Function: Allows users to select multiple boxes based on the content provided.
j. Open Select Boxes:
Function: Enables users to add their content to the select boxes and then check the relevant options.
k. Select:
Function: Appears as a drop-down menu, allowing users to choose a single option from the provided list.
l. Radio:
Function: Presents options with radio buttons, and users can only select one option.
m. Tags:
Function: Allows adding custom tags to organize and categorize data effectively.
You can also set fields to be required or mark them as the initial focus. This feature is useful when you want to guide users' attention to specific questions or content when they arrive on the screen, particularly in sections with a lot of content or questions.