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Pre-requisite

Set up your Geometrixx Gov reference site as described in the getting started guide.

Reference site scenario

Geometrixx Gov is a state run organization that lets adoptive parents enroll for child support if they adopted a child. The organization uses the Geometrixx.gov site to manage the following:

  • Eligibility of the applicant, the adoptive parent
  • Personal and professional details of the applicant (if the applicant is eligible for child support)
  • Personal details of the adopted child
    Applicant can provide details for more than one child
  • Bank account details of the applicant in which the applicant can receive child support benefits
  • Documents for proof of identity
  • Recovery of application fee
  • Assessment of the application
  • Approval of the application
  • Automated communication to the applicant

Once the application is submitted and its fee is paid, the applicant receives an email from the organization with the acknowledgement of submitted application.

The Geometrixx Gov organization receives the application. The organization gets the application assessed, and approves the applications that are genuine.  

After the application is approved, the applicant receives an email from the Geometrixx.gov site. The View Document option in the email links to a document with the enrollment details of the applicant. 

The infographic below shows the step-by-step workflow of the Geometrixx Gov reference site scenario. 

The scenario involves the following personas:

  • Sarah Rose, the adoptive parent who requests for child support
  • Joe, the adopted child
  • Gloria Rios, the head of approval division, Geometrixx Gov
  • Conard Simms, the field agent who takes care of application assessment

In addition to the Geometrixx Gov site workflow described above, Sarah can install Geometrixx Gov app. Geometrixx Gov app is a phonegap based mobile app that is built using AEM Mobile. AEM lets you create content-rich and utility-based mobile apps. The Geometrixx Gov includes child support form that Sarah can use to fill, submit, and track status. Sarah's entire site workflow is available in the Geometrixx Gov mobile app. 

Sarah's workflow on Geometrixx Gov mobile app built using AEM Mobile
Sarah's workflow on Geometrixx Gov mobile app built using AEM Mobile

Sarah initiates her eligibility check

An applicant checks eligibility to request child support benefits. Geometrixx.gov site lets users answer questions to let them determine if their application is eligible for benefits.
Sarah, an adoptive parent, is a prospective applicant for it.
Eligibility form is a part of the Application for Child Support services of the Geometrixx.gov site.
To check her eligibility, Sarah clicks Child Support on the Geometrixx.gov website. In the Child Support page, Sarah clicks Check Your Eligibility

In addition to the above approach, Sarah can click Get Started on the homepage. Sarah is navigated to the All Applications page, where she can click Apply under Application for Child Support Services. Sarah is then taken to the eligibilty check. 

In the Check Eligibility For Child Support page, Sarah is asked a set of questions to determine her eligibility for child support benefits. Through the set of questions, she is asked:

  • If she is the custodial parent of the child
  • If she and the child live in the state of GX
  • The age group of the child and child's education.

Sarah answers these questions, and her eligibility is validated. Her answers determine if she is eligible for child support.

Sarah is informed that she is eligible for child support, and the application fee is $25.

How it works

Sarah's eligibility is validated through an eligibility barrier created using rule editor. The rule editor lets you specify conditions that are met before an applicant can fill the application form. When Sarah, the applicant, meets all the eligibility conditions, she lands on the application form. 

The eligibility check is a part of the child support application adaptive form. The rule validates eligibility when:

  • The applicant is a custodial parent
  • The applicant and the child stay in the state of geometrixx
  • The applicant has the main day-to-day care of the child
  • The age of the child getting support services coverage is under 16 years.

See it yourself

In your browser, open http://<hostname>:<PublishPort>/geogov. In the Geometrixx.gov site, click Get Started. You are taken to the applications page. Geometrixx Gov site lets you fill forms anonymously.

Click Apply under Application for Child Support Services to get eligibility check started. 

To see the rules:

  1. Open the form in edit mode on the author instance. URL: http://<hostname>:<AuthorPort>/editor.html/content/forms/af/geometrixx-gov/child-support/css.html.
  2. Select a component and click .
    The Rule Editor opens listing all the rules applied in the form.
  3. In the left side panel, click rules passMsg and failMsg to understand how the eligibility check works.

Sarah starts her application for child support

Sarah clicks Start Application after she is informed of her eligibility for child support.
In the Application For Child Support Services page, Sarah provides details in the following sections:

  • About Applicant: Lets Sarah provide her details in this section.
  • Child Information: Lets Sarah provide child's information, who is covered under support services.  
  • Payment: Lets Sarah provide her bank details in which Geometrixx Gov can deposit monthly support compensation.
  • Fee Payment: Lets Sarah provide her credit card details to pay for the application fee.

By default, Sarah is taken to the About Applicant section. 

Child support application on desktop

At any time, Sarah can click Come back later and resume with her application. When she clicks Come back later, her progress is saved as a draft, and she gets an option to email the draft.

When she clicks Send Email, she receives an email with a link to the draft of her form. 

The child support form on Geometrixx.gov site uses adaptive forms. She can use the link in her email, and fill the form on her mobile device. 

Nota:

The resume-from-email workflow works with logged in users only. In the reference site scenario, ensure that the user Sarah Rose is added. Sarah's login credentials are srose/password

Child support application on mobile

Sarah can provide details in any section, but the application fee is accepted only after she provides required information in all the sections. An application is incomplete without fee payment, and fields marked with an asterisk are required.

Sarah provides her information

After Sarah clicks Start Application, she is taken to the Applicant Information section of the Application For Child Support Services page. Under Applicant Information, Sarah navigates through the tabs and provides her personal information for the application. She clicks Next to navigate through the tabs.

Under Applicant Information, she is asked to provide details under the following tabs:

  • Basics
    Under Basics, Sarah provides details of applied (or received) support services, and her personal information.  Sarah’s personal information includes her name, date of birth, social security number, and relationship status.
    The Basics tab is divided in three sections. Sarah enters details of support services in the first section, her name in the second section, and the rest in the third section.
    She clicks Next to navigate through the sections. 
  • Contact
    Under Contact, Sarah enters her current address, email address, and her phone number.
    Her email address is srose@geometrixx.info
  • Employment
    Under Employment, Sarah enters her occupation and the details of her employer.
    Sarah works as a user experience engineer at Geometrixx. She selects Engineer in the Occupation list.
  • Additional Information
    Under Additional Information, Sarah declares legal information on child custody. 

Sarah provides child information

After Sarah provides her personal information and clicks Next, she is taken to the Child Information section.

In the Child Information section, she provides the following details: 

  • Number of children to claim child support services
  • Child’s name, social security number, date of birth, and place of birth
If Sarah chooses more than one child, she gets extra forms enabled with the same details to fill.
Sarah chooses her single child, Joe, and enters his name.

Sarah provides payment information

After Sarah provides information of the adopted child (or children) and clicks Next, she is taken to the Payment Information section.

In the Payment Information section, she provides the bank account details in which she can receive the child support benefits.
She enters her 10-digit bank account number.

Sarah provides documents for proof of identity

After Sarah provides payment information and clicks Next, she is taken to Documents section. In the Documents section, she can upload her child’s birth certificate, her social security card, marriage license, and her most recent pay stub.

Sarah reads and agrees to the Terms & Conditions

After Sarah has provided all the details and uploaded required documents, she is asked to read the terms and conditions.

She reads the terms & conditions, and clicks I Agree.

Sarah pays the application fee

After Sarah agrees to the terms and conditions of the application, she pays the application fee of $25. Application fee is required to process her application.
Sarah enters her credit card details and clicks Pay Now. Her application is submitted to the Geometrixx.gov site. 

Sarah receives an acknowledgement email

After Sarah pays the application fee, she receives an acknowledgement email from the Geometrixx.gov site.
Geometrixx Gov organization processes the application, and Sarah is informed she will receive monthly compensation after her application is approved.

sarah-ack-email

How it works

The child support application uses a combination of panel layouts such as top tab, wizard, and accordion to create the experience. It uses a form template called Geometrixx Gov Child Template.

The applicant can move across sections to fill different components of the form. When the applicant fills the form, submits it, agrees to the terms and conditions, and pays the fee, a Campaign workflow is initiated. The Campaign workflow sends an automated email to the applicant acknowledging application submission. The application is forwarded to the organization's concerned department for verification and approval. 

The layout of the form is specified in the Gov Child Support Service Theme. Styling includes component style, page background, error state formatting of components, and font styles. 

The eligibility check uses rules specified in the form. It uses validity checks specified below:

SHOW passMsgWHEN (Does the child lives in the state of GX? is equal to Yes) AND (Do you live in the state of GX? is equal to Yes) AND ( (Who has the main day-to-day care of the child? is equal to You) AND (Are you: is equal to The custodial parent) ) AND (Is the child you are applying for: is equal to Under 16 years) ELSE Hide

HIDE failMsg WHEN (Does the child lives in the state of GX? is equal to Yes) AND ( (Do you live in the state of GX? is equal to Yes) AND (Who has the main day-to-day care of the child? is equal to You) ) AND (Is the child you are applying for: is equal to Under 16 years) AND (Are you: is equal to The custodial parent) ELSE Show

SHOW 
passMsg
WHEN 
(Does the child lives in the state of GX? is equal to Yes
AND 
(Do you live in the state of GX? is equal to Yes
AND 
( (Who has the main day-to-day care of the child? is equal to You
AND 
(Are you: is equal to The custodial parent) ) 
AND 
(Is the child you are applying for: is equal to Under 16 years
ELSE 
Hide
SHOW 
passMsg
WHEN 
(Does the child lives in the state of GX? is equal to Yes
AND 
(Do you live in the state of GX? is equal to Yes
AND 
( (Who has the main day-to-day care of the child? is equal to You
AND 
(Are you: is equal to The custodial parent) ) 
AND 
(Is the child you are applying for: is equal to Under 16 years
ELSE 
Hide
SHOW 
passMsg
WHEN 
(Does the child lives in the state of GX? is equal to Yes
AND 
(Do you live in the state of GX? is equal to Yes
AND 
( (Who has the main day-to-day care of the child? is equal to You
AND 
(Are you: is equal to The custodial parent) ) 
AND 
(Is the child you are applying for: is equal to Under 16 years
ELSE 
Hide
SHOW 
passMsg
WHEN 
(Does the child lives in the state of GX? is equal to Yes
AND 
(Do you live in the state of GX? is equal to Yes
AND 
( (Who has the main day-to-day care of the child? is equal to You
AND 
(Are you: is equal to The custodial parent) ) 
AND 
(Is the child you are applying for: is equal to Under 16 years
ELSE 
Hide

See it yourself

In your browser, open http://<hostname>:<PublishPort>/content/forms/af/geometrixx-gov/child-support/child-support-services.html and fill the required information. When you submit the application after you fill the required information, you receive the acknowledgement email. 

See the Geometrixx Gov Child Template here: http://<hostname>:<AuthorPort>/editor.html/conf/geometrixx-gov/settings/wcm/templates/geometrixx-gov-child-template/structure.html

See the theme here: http://<hostname>:<AuthorPort>/editor.html/content/dam/formsanddocuments-themes/GOV-Child-Support-Service-Theme/jcr:content

To see all the rules, perform the following steps:

  1. Open the form in the authoring mode. 
    URL: http://<hostname>:<AuthorPort>/editor.html/content/forms/af/geometrixx-gov/child-support/archives/child-support-services.html
  2. Select a component, and tap . All the rules are listed in the rule editor, including the rules listed above. 

Gloria receives the application

Gloria, head of approvals at Geometrixx Gov, can view, approve, or reject submitted applications. AEM Forms lets her see all the submitted applications in one place.

Based on the AEM Forms installation, Gloria can approve or reject applications from:

  • Application Dashboard, if the installation is AEM Forms on OSGi (Without AEM Forms Workflow).
  • HTML/AEM Forms Workspace if the installation is AEM Forms on JEE (uses AEM Forms Workflow).

How it works - with AEM Forms on OSGi (without AEM Forms Workflow)

When Sarah fills and submits the child support application, a PDF or Document of Record of the application is created and sent to Gloria Rios' application dashboard. Gloria can view the submitted application, and accept or reject it. Gloria is a part of the submission reviewers group, geometrixx-fgov-reviewers. Members of the geometrixx-gov-reviewers group can approve or reject an application.  

See it yourself

To approve or reject applications, add the user group geometrixx-gov-reviewers as a submission reviewer. Perform the following steps to add the user group geometrixx-gov-reviewers as a submission reviewer:

  1. In the author instance, navigate to Tools > Security > Groups.
  2. Find and click forms-submission-reviewers.
  3. In the Add Members to Group field, add geometrixx-gov-reviewers.
    The user group includes Gloria Rios persona, the head of approvals division.
  4. Click Save.

Perform the following steps to access Gloria's application dashboard, where she can view all the submitted applications:

  1. In your browser, open http://<host>:<PublishPort>/geogov.
  2. In the upper-right corner of the screen, click Sign In.
  3. Provide Gloria's login credentials, enable Login as representative option, and click Log in.
    You are taken to Gloria's application dashboard.  
  4. In the application dashboard, you can see the Application for Child Support Services.
  5. Click the Application for Child Support Services option, and see the submitted application in the dashboard.
Gloria's application dashboard in Geogov refsite

Gloria can see, approve, or reject the application from the application dashboard.

How it works - with AEM Forms on JEE (uses AEM Forms Workflow)

Gloria, head of approvals at Geometrixx Gov organization, clicks To-do to see the submissions. She sees a Child Support Submission in her tasks. She clicks Child Support Submission, to view the application.

She sees a PDF of the form filled with details Sarah entered along with the documents Sarah uploaded.
Gloria can save the application, get it assessed, approve it, or reject it. Reject option is available in the more button next to the Approve button.

Gloria clicks Assessment Required to get the application assessed. 

gloria-sends-assessment
Click to view the full-size image

Sarah's application is a startpoint in the AEM Forms workflow. It initiates the AEM Forms workflow when the child support application form is submitted. The AEM Forms workflow defined in workbench creates a task for Gloria, and pushes it in her To-do list. Gloria is the approving persona.

Gloria can access the To-do list in the HTML workspace of her AEM Forms implementation. In the To-do list, Gloria can see the document of record of the submitted application, along with supported documents attached. The document of record is a PDF of the filled form. Gloria can approve, reject, or request for on-site assessment of the application. When Gloria requests for on-site assessment, a new task is created for the field agent. 

AEM Forms workflow capability and HTML/AEM Forms workspace is available with AEM Forms on JEE. 

See it yourself

If the configuration is complete, the AEM Forms workflow starts immediately after the form is submitted. Log in to the HTML workspace using Gloria's credentials.

Access workspace at http://<hostname>:<AuthorPort>/lc/ws.
Gloria's default credentials are:

  • Username: grios
  • Password: password
In the workspace, click To-do. In the To-do tab, Sarah's application is added as a Child Support Submission task. Select the task, and click Assessment Required to proceed to the next step.

Nota:

Requires AEM Forms Workflow/AEM Forms on JEE. 

Conard gets the Assessment task

When Gloria clicks Assessment Required, Conard gets the task in his AEM Forms app on his mobile device. The task is the next step in the AEM Forms workflow defined in Workbench. Under My Tasks, he sees Child Support Assessment and clicks it. The child support assessment is a mobile form associated with the task. He gets Sarah's details, along with the supporting documents, attached in his task. Sarah's details and supporting documents are attached as a PDF. Sarah's filled form is used to create a document of record, and it is attached as a PDF in Conard's task. 

On his mobile device, he gets the applicant assessment task as shown below.

The child support application is available as a PDF. To see the application, he clicks the attachment button.

Conard verifies all the details Sarah provided, and Sarah signs the assessment. AEM Forms application can take the location and timestamp, and add them to the signature.

Conard can take a picture on location, and send it to the Geometrixx Gov organization along with the assessment.

Conard clicks complete, and the AEM Forms workflow submits the assessment to the Geometrixx Gov organization. 

A. Conard sees tasks on his app B. Conard opens his assessment form at Sarah's place C. Sarah's application available as a PDF on Conard's app D. Conard completes his assessment 

How it works

When Gloria requests for assessment, the next step in AEM Forms workflow is initiated, and the assessment task is added in Conard's To-do list. Conard is the field-worker persona. 

Conard visits Sarah's place, verifies that the information Sarah provided is genuine, and fills the assessment form. Conard can access a PDF of the complete form that Sarah filled. 

Conard uses the AEM Forms app on his tablet to complete the assessment. 

See it yourself

Open the AEM Forms app on your tablet, and use Conard's credentials to log in. 

Conard's default credentials are:

  • Username: csimms
  • Password: password
You can see a new Child Support Assessment task added in the To-do list.  Select the task to see a PDF of the application, attach a photo, scribble, and fill the assessment.
 
Submit the completed assessment and proceed to the next step.

Nota:

Conard's assessment task uses AEM Forms app synced to an AEM Forms JEE server. The assessment workflow uses AEM Forms Workflow/AEM Forms on JEE. 

Gloria reviews the assessment and approves the application

After Conard submits the assessment, Gloria sees Child Support Approval in her To-do list. She clicks Child Support Approval.

Under the Summary of the application, she sees that the Status of the application is Assessment Completed. She clicks Attachments to see the assessment report that Conard submitted.

In the Attachments tab, she clicks Field-Assessment-Report.pdf. In the field assessment report, she sees applicant signature along with the location and timestamp of the assessment. Gloria sees that Conard Simms assessed the application.

She closes the field assessment report and approves the application. 

A. Gloria sees application approval in her To-do list B. Gloria checks the status of the application C. Gloria finds Conard's assessment report D. Gloria verifies Conard's assessment report E. Gloria approves Sarah's application 

How it works

When Conard submits his assessment, AEM Forms workflow creates a Child Support Approval task in Gloria's To-do list. Gloria can read the assessment, and approve or reject Sarah's application.

See it yourself

Open the workspace and log in using Gloria's credentials. A new Child Support Approval task is added in the To-do list.

Select the task to see the status of the application as Assessment Completed. 

The assessment report is available as an attachment. Review the attached assessment report, and approve the application. 

Nota:

Requires AEM Forms Workflow/AEM Forms on JEE. 

Sarah receives an approval email

After Gloria approves the application, Sarah receives an email from Geometrixx.gov site that her application is approved.

The View Document button in the email links to her enrollment details. Sarah clicks View Document. 

sarah-approval-mail

The enrollment document lists details such as the reference ID, child covered, date of initiation, bank account number, payment frequency, and payment amount.

sarah-enrollment-details

Sarah can view the documents she uploaded in the same page. 

sarah-docs

How it works

When Gloria approves the application, Sarah receives an automated email with a link to the enrollment document. 

The enrollment document is an adaptive document, and can be viewed on any device. It contains details of the child support service, and information Sarah provided. 

See it yourself

Check the email client you configured for the automated email with a link to the enrollment document. 

Alternatively, to see the document in your browser, open: http://<hostname>:<PublishPort>/content/forms/af/geometrixx-gov/child-support/css-enrollment-document.html?dataRef=crx:///content/geometrxx-gov-data/user-data/srose.xml

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