Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:
- observe a demo of the tool
- learn about considerations when choosing Jadu Forms.
The orientation is requirement for gaining access to the tool. You can attend either an in-person or online session. For more information and to register for a session, go to: Jadu Forms Orientation.
Step 2: Schedule a Jadu Forms Consultation
After attending the orientation, you need to set up a consultation with the Jadu Forms team (one consultation per department).
In the consultation meeting we will review the plans you have for using Jadu Forms, talk about user role assignments and determine your security set up.
To schedule a Jadu Forms consultation, please send an email to: [email protected].
Step 3: Complete the Access Request Form (ARF) for XFP
You need to submit an access request for Jadu Forms. We help you complete the ARF during the consultation.
Step 4: Gain Familiarity with XFP and Build a Form
In order to begin working with CXM (workflow), you must be familiar with some basic XFP functionality. This includes:
- Creating a form
- Understanding how Logics work
- Ensuring your form works by completing thorough testing
Step 5: Attend a Jadu CXM Training
Training is mandatory prior to gaining access to Jadu CXM. This CXM training teaches attendees how to:
- Setup workflow
- Create alerts
- Connect your Jadu XFP form to your Jadu CXM workflow
To register for training, go to: Jadu CXM Training.
Step 6: Request Access to CXM
To request access to CXM, submit an Access Request Form (ARF) for Jadu Forms in TDX.
- In TDX, go to Client Portal.
- Select Find Access & Service Request Forms. The Service Catalog opens.
- Select Services A-Z from the top menu bar.
- Pick J.
- Select Jadu Forms ARF.
- Select Request Service on the right. The ARF for Jadu Forms opens.
- Complete the ARF fields. When you reach the section What access is needed?, select Jadu CXM (workflow). Jadu CXM (workflow) options appear.
- Enter your Jadu Category.
- Note: If you don't know your category, please contact the person in your unit/group who approves these requests and they can provide it to you.
- Select the Jadu CXM Role needed.
- Refer to the following Jadu CXM role matrix:
Jadu CXM role matrix Case Builder Case Supervisor Case Viewer Edit case types for my service X View submissions within my category X X X Edit submissions within my category X X Change status of a case within my category X* X* Create shared filters for my group X X Create personal filters X X X Add global fields to my case list X X X CXM training required? X *If capability is added to the process by Case Builder
- Enter your Jadu Category.
- Click Request when you have completed the form.