An application form is an Intelligent Evidence Gathering (IEG) script that consists of a set of questions aimed at capturing the information required to authorize the program(s) that the client is applying for. The organization can configure whether workers have the option to create the application case using an application form. The IEG script can be configured by an administrator using the IEG editor. See the Working With Cúram Intelligent Evidence Gathering guide for more information on configuring IEG scripts.
The worker can launch the application form script from the following locations in the application:
Upon launching the application form, the worker is presented with different options, depending on how the system is configured. If multiple application forms are configured, the worker must select the application form to proceed with. If multiple programs are associated with the selected application form, the worker must select the programs that the client is applying for. The worker is then presented with the script.
The organization has the option to configure the system to prevent multiple pending applications for the same program and the same client. If this option is configured, a validation message is displayed to the worker, preventing him or her from continuing with the application form.
The information required to process the application is captured through a set of guided questions in the IEG script. Groups of questions are presented sequentially, the answers to which are filled in by the worker as the application form is progressed. The questions can be categorized, based on the type of information being captured on the application, for example household, employment, expenses, resources.
The worker has the option to quit from the application form at any point. The application form can be saved and resumed from the same point at a later stage. It can also be deleted if the client does not want to continue with the application. Once an application form is deleted, it cannot be accessed or updated again.
When an application form is saved, a reference number is generated. This reference number can be given to the client, and can be used by the worker to find the application case(s) created when the application form was submitted.
The organization can configure that separate application cases are created for the programs applied for on an application form. This may be required if, for example, different organization units process applications for different programs. If multiple application cases are created when the application form is submitted, each application case will also have this reference number associated so that the worker can search and find all application cases created as a result of submitting an application form.
The organization can configure whether an application form can be submitted once the minimum required information has been captured, or whether it can only be submitted once the script has been completed. The organization also has the option to configure a submission script for an application form. A submission script captures additional information, such as the agreement of the client to the terms and conditions of applying for the program(s). If a submission script is configured, the worker must complete that before the application form can be submitted. If a submission script is not configured, the application form is submitted directly when the script is completed, or when the worker selects the submit option from the application forms list for the client.
An application forms list is provided on the prospect and person tabs. This list displays the 'In Progress' and 'Completed' application forms associated with the client. The application form is saved as 'In Progress' when the worker selects to Save and Exit from the script without completing it. The application form is saved as 'Completed' once the worker has completed the entire script, continues to the submission script and saves and exits at that point.
Once the application form is submitted, it is no longer displayed in the list as at that point the application case is created and can be accessed from the client's application cases list. Deleted application forms are not displayed in the list.
An application form can go through several changes of state throughout its lifecycle. The table below describes these changes.
| Status | Description |
|---|---|
| In Progress | The application form has been started but not finished. |
| Completed | The application form has been completed, but the submission script is in progress. 'In Progress' application forms that have a submission script configured can transition to a status of 'Completed'. |
| Submitted | The application form has been submitted. 'In Progress' or 'Completed' application forms can be submitted. If the organization has configured that the form can only be submitted on completion, the worker must have completed the entire form before it can be submitted. Otherwise it can be submitted at any point once the application form has been started. |
| Deleted | The application form has been deleted by the worker. Only 'In Progress' application forms can be deleted. |