Our Multiform technology is designed to be used in scenarios where your users fill in more than one form at a time.

 

It is designed to make this task easy and productive.

 

 

 

 

 

 

 

 

Consider the following scenarios:

 

• A customer applies for a mortgage. As well as the loan application, they also have to fill in an additional forms for a bridging loan, an employment income certification form, an income insurance form, and a bank account application form.

 

• A family has just moved into a new area – they contact the council. They wish to apply for housing and council benefit, they wish to apply for free school meals, they want to be placed on the electoral roll, they want to request for a replacement wheelie bin, and they want to get a library card.

 

• A welfare worker visits an newly bereaved pensioner. They want to fill out a housing benefit claim form, a pension credit application, a bereavement allowance for a funeral, a property damage report form, and a care assessment from.

 

With the above scenarios, with paper forms, users are faced with time-consuming and repetitive form filling. They have fill in a package of different forms, entering the same information again and again. This hits productivity for advisors and wears down customers.

 

Victoria Forms Multiform technology

 

You start with a library of blank E-forms. Each form can be filled in and submitted separately.

 

Our multiform technology then extends the use of these forms to be used within multiple form scenarios. To handle multiple forms our technology addresses 4 areas:

 

1. Intelligent form selection

 

One or more questionnaires are provided to users. These guide the user through a series of questions that determine their needs. Business rules are then used to generate:

 

• a list of forms required for filling
• a list of optional forms that might be of useful.
  

 

Intelligent form selection ensures that users fill in the exact forms that are relevant to their case.

 

Different questionnaires can be provided to intelligently build form packages under any number of different scenarios (e.g. a local authority might handle a family bereavement, moving into a new home, providing help to someone who has become homeless).

 

The questionnaires themselves are designed within our E-Forms design software package.

 

 

2. Filling multiple forms

 

The user fills in one form at a time, but information entered on one form is automatically passed to any other form in the package that asks the same question. Information is only entered once, regardless of how many forms on which it appears – this greatly reduces the amount of time form filling takes.

 

Users can go back and forth between forms in the package, filling them in any order, and if a change is

made on one form if this change then has implications for other forms, this will be indicated to the user.

 

Further intelligent form selection be generated from within the form package itself. Data entered on one form can initiate additional forms to be added to the package. For example, if a user says that they are self-employed on a benefit claim form, the system can add a self-employed earnings declaration form to the multiform package (which will already be pre-populated with the customers details).

 

As the user fills in forms, the multiform package constantly validates itself, drawing the user to any forms with outstanding errors or unfilled portions. Ensuring that all forms are filled in completely and free of errors.

 

3. Document Set creation

 

On completion of a multiform package, the underlying software can take form data and use it to populate a set of documents. These might include declaration pages for signing, customer specific guidance, letters for one or more recipients, and blank forms for printing and handing to other parties.

 

4. Processing

 

On completion forms are submitted to Enterprise Forms Server. The multiform package is then separated into separate forms. Each form will then follow its predefined rules for processing – each can be routed to a separate department or different back-office system. Each form will be treated as if it had been filled-in separately by the user.

 

In order to handle the sharing of data over numerous forms, Victoria Forms has designed a data dictionary, that contains 6,000 separate data elements.

 

 

Multi-forms technology allows users to fill a set of our conventional E-forms together in one sitting. Lots of features are used to make the user experience rich, easy, and productive.

For Form Administrators

Multiforms are added to the library of blank forms stored on  Enterprise Forms Server for filling in using a web-browser. The Forms Server handles processing of each individual form within completed cases.

For mobile working, fully offline versions of multiforms can be provided. Packages of forms completed offline are then sent to the Enterprise Forms Server for processing.

For Application Developers

When your web-application requires users to fill multiple forms, your code initiates our software to present users with a browser viewer/filler containing the forms you requested. Our application handles the data validation and capture of the group of forms. One completed, your server application will receive the completed set of forms data for processing.

Similarly, our offline viewer/filler can be called by your desktop application, with completed forms and data returned for further processing