We.Gov and We.Finance reference site walkthrough

Impersonate: Defined Users & Groups in AEM demo.

Button: Colored rectangle or circled arrow for navigating.

Click: To run an action in the user story.

Links: At the top of the main menu in We.Gov site.

User Instructions: A set of numerical steps to follow when navigating through the user’s story.

Forms Portal: https://<aemserver>:<port>/content/we-gov/formsportal.html

Mobile View:We.Gov user to replicate a mobile view with a resized browser.

Desktop View: We.gov user to view demo on a laptop or desktop.

Pre-screener Form: Form on the Home page of the We.Gov site.

Adaptive Form: Enrollment application form for We.gov demo.

https://<aemserver>:<port>/content/forms/af/adobe-gov-forms/enrollment-application-for-health-benefits.html

Adobe We.Gov Site: https://<aemserver>:<port>/content/we-gov/home.html

Adobe Inbox: Located top menu bar Bell icon in AEM backend.

https://<aemserver>:<port>/aem/start.html

Email Client: Preferred way to view your emails (Gmail, Outlook)

CTA: Call to action

Navigate: To locate a specific reference point on the browser page.

AFC: Automated Forms Conversion

Navigate to https://<aemserver>:<port>/aem/start.html

Login with:

• User: camila.santos
• Password: password

From the main page, select Forms > Forms & Documents > AEM Forms We.gov Forms > AFC.

Camila uploads the PDF to AEM Forms.

Camilla then selects the PDF form and clicks Start Automated Conversion to start the conversion process. You may need to click Overwrite conversion if you have converted the form.

NOTE

The settings in AFC are preconfigured for the end user which means that they should not be altered.

• Optional: If you wish to use the Accessible Ultramarine theme, simply click the Specify an adaptive form theme and select the Accessible-Ultramarine theme that appears in the list of options.

The percentage complete status displays during conversion. Once the status displays Converted, click the output folder, select the adaptive form and click Edit to open the converted form.

Camilla then reviews the form and makes certain that all fields are present

Camilla then starts to edit the form and selects Root Panel > Edit (the wrench) > selects Tabs on Top from the Panel Layout dropdown menu > selects the Check box.

Camilla then adds all the necessary CSS and field alterations to produce the final product.

Camila opens the Properties on the form that was converted in Automated Forms Conversion - We.Gov.

Camila then selects Form Model > Selects Form Data Model from Select From dropdown > Selects We.gov Enrollment FDM from the list of option.

Click Save & Close.

Camila clicks the output folder, selects the adaptive form, and clicks Edit to open the completed We.Gov form.

Camila selects an adaptive form field and clicks and creates binding with the form data model entities using the Bind Reference field. Camila repeats this step for all fields in the adaptive form.

Camila clicks the output folder, selects the adaptive form, and clicks Preview to open the completed We.Gov form.

Opens the Audit tab within the Chrome Developer Tool.

Performs an Accessibility check to validate the adaptive form.

Navigate to: https://<aemserver>:<port>/content/we-gov/home.html

Login with:

1. User: aya.tan
2. Password: password

Resize the browser window or use the browser’s emulator to replicate a mobile device size.

Make a selection in each dropdown field.

NOTE

If the user earns more than $200,000/year, they are not eligible.

Click Am I Eligible?.

Click Apply Now to proceed.

Fill out the Basic information fields, the following are required fields and dropdowns:

1. Basic Information

   1. First Name
   2. Last Name
   3. DOB
   4. Email

Use the following dynamic logic to demonstrate dynamic feature using the Family Status dropdown:

1. Single: Show next of kin panel

2. Married: Show marital dependant panel

3. Divorced: Show next of kin panel

4. Widowed: Show next of kin panel

5. Do you have Children?: (Yes/No) radio button to show child dependant panel.

   1. (Add/Remove) button to add/remove multiple child dependant panels.

Click the right arrow in the gray menu bar.

Click the Save button at the bottom.

Navigate to https://<aemserver>:<port>/content/we-gov/home.html

From the navigation bar, select Online Services.

From the “Draft Forms” panel, select the existing “Enrollment Application For Health Benefits”.

The look and feel are the same, and she does not need to reenter any data.

User Instructions:

Right-click Circle CTA to move to the next section.

The form is populated up to the point of Aya’s last entry. Aya has entered all her information and is ready to submit.

NOTE

When Aya fills out the phone number field, she must fill it as a continuous 11-digit number with no dashes, spaces, or hyphens.

After submitting, Aya receives a Thank You page. Optionally, Aya also receives an email that she can open to sign the document of record electronically with Adobe Sign.

Navigate to your Email Client and find the Adobe Sign email.

Click the link to Adobe Sign.

Check I agree.

Click Accept.

Scroll to the bottom of the reviewed document.

Click the highlighted yellow tab so you can sign the document.

Navigate to https://<aemserver>:<port>/aem/start.html

Click the user icon (top right-hand corner) and use the Sign Out, or the Impersonate as menu option if you are currently logged in with an administrative user.

1. Login with:

   1. User: george.lang
   2. Password: password

2. Or Impersonate:

   1. Type George in the Impersonate as field.

   2. Click okay to impersonate.

From the top-right corner, click the Notification (bell) Icon.

Click View All to navigate to the Inbox.

From the Inbox, open the latest Health Benefits Application Review task.

Open and inspect the read-only adaptive form.

Click Open MS® Dynamics to open the MS® Dynamics record in a new window.

In the CRM, you see all information that can be updated.

1. Optionally, add some review notes directly in Dynamics.

Close and return to AEM Inbox.

Navigate to the top-left corner and click Approve to approve the application.

In the modal, you can leave a message for the CX lead.

Click Done.

(Citizen role) Open up your email client to view the email sent to Aya.

Navigate to https://<aemserver>:<port>/aem/start.html

Click the user icon (top right-hand corner) and use the Sign Out, or the Impersonate as menu option if you are currently logged in with an administrative user.

1. Login with:

   1. User: camila.santos
   2. Password: password

2. Or Impersonate:

   1. Type Camila in the Impersonate as field.

   2. Click okay to impersonate.

From the top-right corner, click the Notification (bell) icon.

Click View All to navigate to the Inbox.

From the Inbox, open the latest New Contact Approval task.

Open and inspect the read-only adaptive form.

Click Open MS® Dynamics to open the MS® Dynamics record in a new window.

In the CRM you can see all information that can be updated.

1. Optionally, add a call activity directly in Dynamics.
2. Open the Activities section.
3. Click New Phone Call.
4. Add phone call details.
5. Save and close the window.

Back in AEM, navigate to the top-left corner and click Submit to submit the application.

In the modal, you can leave a message.

Click Done.

Locate and open the Welcome Kit email.

Scroll to PDF attachment at the bottom of the page.

Click to open the PDF attachment.

Scroll back up in your email client and click View welcome kit online.

1. This opens the web channel version of the same document.

For a quick reference to PDF directly:

https://<aemserver>:<port>/aem/formdetails.html/content/dam/formsanddocuments/adobe-gov-forms/welcome-handbook/we-gov-welcome-handbook

For a quick reference to IC directly:

https://<aemserver>:<port>/content/dam/formsanddocuments/adobe-gov-forms/welcome-handbook/we-gov-welcome-handbook/jcr:content?channel=web&mode=preview&wcmmode=disabled

Navigate to your email client.

Locate and open the Renewal Reminder email.

Click Submit a new application so you can open the adaptive form.

1. This section is intentionally left empty to support data pre-fill in phase 2.

After the user experience is complete and the user submission is completed, Camila navigates to the Data Sources tab within AEM Forms (Forms > Data Integrations)

Camila then selects AEM Forms We.gov FDM and then edits the We.gov Enrollment FDM.

Camila then selects the Contact > Read Service to be tested.

Camila then provides the test service with a contact id and then clicks Test. For example, 1 or 2, if you submitted the form. If you have not submitted the form, no data is returned.

Camila can then validate that the data has successfully been inserted into the datasource.

• The data within the Derby DS resembles the following format:

   [
      {
      "ADDRESS_COUNTRY": "USA",
      "LAST_NAME": "Tan",
      "ADDRESS_CITY": "New York",
      "FIRST_NAME": "Aya",
      "ADDRESS_STATE": "AL",
      "ADDRESS_LINE1": "123 Street crescent",
      "GENDER_CODE": "2",
      "ADDRESS_LINE2": "123 Street crescent",
      "ADDRESS_POSTAL_CODE": "90210",
      "BIRTH_DATE": "1991-12-12",
      "CONTACT_ID": 1,
      "MIDDLE_NAME": "M",
      "HAS_CHILDREN_CODE": "0"
      }
]

Navigate to https://<aemserver>:<port>/sites.html/content

Select AEM Forms We.Gov Site to view the site pages.

Select one of the site pages (for example, Home), and choose Analytics & Recommendations.

On this page, you see fetched information from Adobe Analytics which pertains to the AEM Sites page (NOTE: by design this information is periodically refreshed from Adobe Analytics and is not displayed in real time).

Back on the page view page (accessed in step 3.), you can also view the page view information by changing the display setting to view items in List View.

Locate the View drop-down menu and select List View.

From the same menu, select View Setting and select the columns you wish to display from the Analytics section.

Click Update to make the new columns available.