The intake summary provides a view of the users history relevant
to Common Intake. The Intake Summary page is generally not configurable.
It does, however, have one configurable aspect. It is possible to
specify which clusters should be displayed for the intake configuration.
To do this:
- Open the XML document which represents the intake process configuration.
- Create or locate an XML element IndividualConfiguration as a direct
child of the IntakeProcess element, i.e., as a direct child of the
root element of the XML document. Only one IndividualConfiguration
element may exist in the document.
- Create or locate an XML element IntakeSummary as a direct child
of the IndividualConfiguration element previously located.
On this element the following attributes can be specified which
configure the behaviour of the Intake Summary page.
Table 1. Intake Summary Attributes. This
table describes configuration attributes for the Intake Summary page.
| Attribute Name
|
Type
|
Purpose
|
|---|
ShowPendingApplication
Cluster |
Boolean |
This attribute controls whether or not the
list of pending applications will be displayed on the home
page. If set to true the cluster will be displayed and
if set to false the cluster will not be displayed. Any
other settings may result in undefined or unexpected
behaviour. |
| ShowCurrentCluster |
Boolean |
This attribute controls whether or not the
list of current cases associated with the Individual will
be displayed on the home page. If set to true the cluster
will be displayed and if set to false the cluster will
not be displayed. Any other settings may result in undefined
or unexpected behaviour. |
Note: It is, of course, possible to use standard customization
techniques to replace the Common Intake version of this page with
a custom version. This can be achieved using the standard approach
for customizing UIM pages. There are two consequences to this approach,
which should be considered prior to taking it:
- As the approach overrides the version shipped by Cúram, the configurable
settings will not necessarily take effect on the custom page defined,
unless the same approach to the page development is taken.
- Most importantly, future updates to the page made by Cúram will
not automatically appear in the customized page. As a result future
improvements to this page and the configurability of this page will
not be immediately available.