Web Portal Forms: Functions and Benefits

What is a Gnosis portal form?

An online, fillable form created within your Gnosis database system and hosted via your Gnosis portal site. Gnosis online forms offer the following benefits:

• 100% content customization
• 100% process customization (details below)
• Mobile-friendly
• Accommodates multiple types of individuals/relationships:
  • Individuals
  • Linked household members or other relationship
  • Organization contacts link to an organization profile

How does it work?

Portal forms can be linked to directly from your main website or form URLs can be sent individually via Gnosis form email.

This system versatility allows you create a customized forms process to meet and desired intake or follow-up process.

What elements can a form contain?

• Basic profile data/contact information fields
• Attribute fields: entire attribute categories or individual fields
• HTML content, ex. instructions, agreement text, detailed descriptions
• Document upload widget (saving files directly to the person's Document Library)

What functions are available in a portal form and process?

• Form data immediately available in Gnosis profiles
• Single and multi-page customizations
• Required response options
• Help-text below fields
• Default values to save into the field unless overridden.
• Show or Hide individual fields to allow hidden, auto setting fields
• Immediate user response/confirmation: custom success page and or auto response email
• Immediate staff notification of form completion

Who creates these forms and portal processes?

Your staff works directly with a Gnosis Support Person to outline the desired process(es) and manage system and communications updates. Gnosis staff creates the necessary form and portal pages then provides the information for your staff to test the process. If your staffing allows, Gnosis Staff can provide training on forms creation as well as the portal management system - we aim to create a implementation plan that works for everyone. Typically your organization would have a System Support Agreement (SSA) in place to provide the support time at a discounted rate.

What are some common portal form applications?

• Initial Contact Forms
• Intake forms (participants (adult and youth), volunteers, etc.)
• Agreements and Consents
• Resource Requests
• Registry Profiles
• Caregiver Profiles
• Marketing or Material Requests
• Community Calendar Post Requests

RELATED ARTICLE SEARCHES:

• Web Portal