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Glossary
Capabilities
Capabilities
Capabilities
Term
Definition
1
Case Management
System manages clients with a case. Case holds information about the client
2
Booking
Has the ability to add an event into a date range
3
Advanced Booking
Has the ability to query event schedule, retrieve available slots, confirm
4
Workflow
Has the ability to take a series of actions and controlled gates within a process
5
Advanced Workflow
Has the ability to dynamic decisions based on qualifying rules/boolean, followed by series of actions and steps within a process
6
Notifications - Email / Text
A way to send notifications based on system decisions such as, Form submissions, updates, workflow steps, booking and payments
7
Forms
Ability for users to input data into the system
8
Consume API
Ability for system to ‘Pull” API data
9
Export API
Ability for system to “Push” API Data
10
Payment
Has the ability to connect to a third party payment provider and can integrate with decision based process, such as workflow.
11
Assessments
Dynamic forms that show different options based on user input
12
Identity Management
System has a method to identify client unique ID
13
Controlled lists
A way to categorises content items such as Taxonomies, outcomes or status
14
Validator
Checks the data meets the required standards. Can give a indication on accuracy
15
Harvester
Collects data and processes into combined view. Can be used convert to other data types
16
DOS
Platform has a Directory of Service
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