Configuration Questionnaire
Overview
This document is intended to collect the key information that Windsor will use to configure your implementation of nFORM. Most of the data collected relates to configuration settings for the application that control content, functionality, and system messaging and with a few exceptions, it can be updated after the installation is complete. Please review and provide the following details regarding your desired system configuration and network structure/environment, which will support the nFORM system. In addition to the information requested here, Windsor will also request usernames and passwords to access the core systems below. This will be requested in a separate document that will only be available to the core development team.
General Configuration
Please provide preferences for the following generic configuration options.
General System Information
Component | Details/Specs/Answer |
Application Name (e.g., nFORM, ePermitting, ePortal, etc.) | <TBD> |
Preferred Organization Name | <TBD> |
Organization Code or Acronym | <TBD> |
Email “From” Address | <TBD> |
Email “From” Display Name | <TBD> |
System Administer Contact Email Address or Email Group (used to communicate user requests, system messages to administrators) | <TBD> |
General Support Email Address or Group (email that is displayed on the site footer, intended to be used by users with issues or questions.) | <TBD> |
Email address Electronic Signature/Verified user account requests will be sent to | <TBD> |
System Email Reply Address | <TBD> |
Preferred Time Zone | <TBD> |
What is your preferred date format? | MM-dd- yyyy |
Please provide an appropriate copy of the Header Image/Logo you would like to use in the application. | <TBD> |
What links need to be included in the application header (e.g., where should the “Home” link take you, etc.)? | <TBD> |
If using nFORM’s native forms authentication security, how many failed sign-in attempts are allowed before an account should be locked out? Please provide the number of attempts. Note: 5 is the default. | <TBD> |
What types of attachments do are allowed to be accepted in the application? | .doc, .docx, .xls, .xlsx, .pdf |
On form entry, should all addressed be defaulted to the local state value? | <TBD> |
On form entry, should all addresses be defaulted to a country of “US”? | <TBD> |
Please provide the default location (latitude and longitude) to default the center point of the map on the location control which is used to allow the users to select a latitude and longitude point on a map). | <TBD> |
Integration with Third Party System
Component | Details/Specs/Answer |
Will a document management solution be used for document/submission archiving purposes? If yes, please provide the relevant security and technical information for interacting with the tool. | <TBD> |
Will the Submission and related files need to be archived to a file system location on the agency’s network? |
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Will a third party payment processor/provider be used to collect online payments? If yes, please provide the relevant security and technical information for interacting with the tool. | <TBD> |
Will forms need to support pre-population of data from another system? | <TBD> |
Will data submitted on forms be shared with another system, in an automated manner? | <TBD> |
Will CROMERR Shared Services Identity Proofing be enabled? |
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