UNDER CONSTRUCTION... please check back soon.
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- We recommend that you do not use the admin user to create your own forms
- Login to http://demo4demo5.frevvo.com and click Manage Users
- Change the admin user's password
- Your tenant is already setup for you with Users and Roles required to run the demo forms and flows
- Pre-created roles: Employee, Manager, Doctor, Nurse, Student, Teacher, Adviser
- Pre-created users: designer, jerry, tom, sue spike.
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To run this demo live we suggest that you have a desktop computer, iPhone and iPad.
Demo Instructions:
Access your demo tenant's Paperless Portal from your Desktop Computer. If you do not know how to do this see help here.
Click the "Important Items" tab and the "New Employee" menu item.
The forms requires authenticated access.
Login as username sue@< your tenant> (Sue plays the role of HR)
Show how Space looks on desktop so it can be compared to 1st step of flow on the iPad.
Access your demo tenant's Paperless Portal from your iPad
- See how Space looks on the Mobile device as compared to the desktop computer.
Click "New Employee" button in the "Important Items" row.
Login as tom@<your tenant> (Tom plays the role of Employee)
Fill in the form on the iPad.
The first few workflow steps are called a Screen Flow as they are all filled by the Employee.
Validation – built-in & patterns
Show/Hide
Different control types automatically adapt to use the iPad's built-in Phone, Date keypads
Wet Signature
- Table Control
PDF Gen Viewer - review W-4
You may wish to pause the workflow demo momentarily to show how the PDF Generation is setup...
- Login as designer@<your tenant>
- Edit the Employee On Boarding workflow and click the PDF Gen button
- Show the PDF Mapper
Tom finally clicks the Send to Manager button. This automatically route the form to Jerry's task list
Jerry receives an Email Notification for subject “New Employee On Board”
- Access your demo tenant's Paperless Portal from your iPhone
Click "Task List" button in the "Important Items" row.
Login as jerry@<your tenant> (Jerry plays the role of Manager)
- View the buttons and features of the task list
- Email style
- Auto refresh like an email inbox
- Search for a task
- Audit Trail
- Click the Quick View button
- This displays a simple view that renders fast on a mobile device. The information displayed is completely configurable by the form's designer.
- From the Quick View you can approve. This sends the form to the next person in the workflow and signs the form.
- You can also reject which sends the form back to Tom.
- Click the Approve button.
- Return to the Paperless Portal on the desktop computer
- You should be logged in already as sue@<your tenant> from step 4 above. (Sue plays the role of HR)
- Click the "Important Items" tab and the "Task List" menu item.
- View the same task list features now on the desktop view
Show Audit trail which now shows how the flow has moved from Tom to Jerry and now it is on Sue's task list.
This final workflow step is sent to everyone in the HR team using the navigate to Role workflow features
Thus the form is automatically routed to the task list of all users with the HR role
The first person to access the task will lock it.
The tasks can be unlocked and put back on task list for anyone with HR role again
- Have Sue complete the form.
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- Make sure you are not logged into demo4demo5.frevvo.com.
- Go to: http://demo4demo5.frevvo.com/demo/hospital
- Login as tom@<tenant> (password f/r/evvo). This user has the role Nurse.
- You will see that you have no Tasks.
- Click on the first link in the left menu (Radiology Referral).
- This will launch a workflow.
- Fill in the form (the first step of the flow) and Sign it.
- Click Continue. frevvo will now put the Task in the task list (work queue) of the Doctor.
- Logout.
- Login as jerry@<tenant> (same password). This user has the role Doctor.
- Click on the View Pending Referrals menu item. (If the task list is not already displayed)
- You will see that you now have at least one Task.
- Click the rightmost icon (the clock) and you can view the history of the task.
- Click the leftmost icon to perform the task.
- See that the form loads again with the data entered by Tom and signed by Tom.
- There is a new Section at the bottom for Doctor signature.
- Sign it.
- Click Finish.
- The workflow will end.
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The Passport demo is a good example of how a frevvo Live Forms workflow can be embedded in a web site. Use this Url to access the embedded passport flow: http://demo4demo5.frevvo.com/demo/passport/
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Warning |
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Skip these instructions if you are using a V4 demo account on http://demo4demo5.frevvo.com. The software there is hosted and requires no download or local installation. If you would like a hosted tenant demo account, Contact Us |
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