features

Online Form Processing

A fully custom branded self-service form portal

At the heart of Program360 is a fully custom branded self-service form portal that allows organisation administrators to develop a range of online forms which can be completed by external stakeholders. Core use cases include application forms, evaluation forms, registration form and surveys. External applicants can log into the portal at any time to check on the progress of their application and other system records including assessments, milestones, claims and evaluations.

Core Capabilities

Create Forms with Ease

Program360 comes with a powerful point and click form builder with capabilities including the ability to set an extensive number of field types; the ability to create and order form questions into sections and pages; dynamic questions and

conditional show/hide logic; the ability to define eligibility criteria at question level. Internal business users can create forms without
technical assistance.

Power up your View of Stakeholders by Linking Online Forms Directly to your CRM

Program360 forms are built natively on the Salesforce CRM platform providing seamless integration with your entire CRM database including Account, Contact, Application, Assessment records. This allows your organisation to gain a clear

picture of what stakeholders are applying for and to quickly route applications into business process workflows as they are received.

Custom Branding

The form portal is branded with your own styling so that there is seamless integration between your organisation’s website and the online forms.

My Portal Access

Access to the form portal is managed via the highly secure Salesforce authentication and security engine. Applicants are required to register and log in to the form portal during the form creation process. This enables them to save forms in draft and return to complete later. Applicants also have a MyPortal view of all current and past form submissions. Optional features also include the ability to allow forms to be completed without authentication which is useful for surveys and short anonymous data collection forms.

Detailed Features

Public forms and forms by invitation
Integrate form with custom application stages such as expressions of interest or more detailed second stage applications
Customised branding
Multi page forms
Multi page logic
Form section and page setup
Multiple field types
Character and word count management
Optional placeholder text
Field help on form questions
Assessable fields with weightings & ratings

Online assessment
Field validation rules
Dynamic field dependencies
Predefined form open, close, date & times
Mobility - responsive forms
Password resets are managed automatically
Pre-populate form details on the form
for returning applicants
Define eligibility criteria on forms
Calculations and currency summaries fields
Hidden fields
Mandatory/non-mandatory questions

Custom form page navigation
Upload attachments
Save draft forms
Applicants view or print applications
Preview form from end to end
Form acceptance and data matching
Return forms for revision if
information is missing
Generate PDF of form response for
both external and internal users
Customised email notifications to
external and internal users based
on form submission and other triggers
Embed images and videos

Application and Assessment Processing

Supercharge your form assessment processes by combining with our Application and Assessment workflow engine. In connection with the online form portal, Program360 contains key workflow and field mappings so that application information can be automatically organised into internal application records ready for staff to begin assessment processes. This module includes predefined assessment records and workflows that ensure each application has an audit trail to key decisions. This module also includes options for; bulk processing of high volume applications; multiple assessment rounds including routing assessment records to external panels and groups.

Core Features Include