What Is It?
The System Configuration section in the toolbar contains all key elements required to configure Clariti Guide and Clariti Launch. Each section represents one of the foundational building blocks of the system.
How Does It Work?
When configuring the system, use each section to build the framework for the guides and applicant experience presented to the public. The sections include:
Submission Types
Create, edit, or delete submission types. Submission types act as the applicant’s entry point, helping them select the category that best fits their needs.
Steps
Locate, create, edit, or delete steps. Steps represent the “action items” that appear in a guide or submission.
Data Fields
View and edit the data fields used throughout the system. Data fields can be tied to rules, Info Collection Steps, forms, and pre-application questions.
User Fields
Create and edit user fields. These fields store information within an applicant’s account, allowing data to repopulate across future submissions.
Workflows
Create and edit workflows to define the progression of steps for different submission types.
Forms
View and edit all forms currently in use (or previously used) in the system.
Message Templates
Create and edit message templates used to communicate with applicants throughout the submission process.
Important Things to Note
If you are using Clariti Guide only, the Forms and Workflows sections will not be available.
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