Vermont Transfer Customizations

From PikaDocs

By Andrew Cameron
Legal Services Lawline of Vermont (http://www.lawlinevt.org/) and Vermont Legal Aid (http://www.vtlegalaid.org/)

Pika Software has developed a custom transfer module for Legal Services Lawline of Vermont and Vermont Legal Aid. It is still under development. The intention is to add conflict check ability before the transfer, and maintain a history of case transfers. It is built using XML to transfer case information. I believe it is based off of the XML file developed for the eClear project of Northwest Justice Project.

At this point, it isn't fully functional yet.

And when it is functional, I doubt it will be easy to just drop it into your site. You'll probably need to spend a little while with Pika software getting set up, even if you are a pretty proficient techie.

Right now this is a holding place for notes about the system, that may prove useful in the future for anyone else who uses the system.

The URL for the transfer site can be set up as a subdirectory of your Pika installation, or as its own server or port number. The way we've set it up in Vermont is as a subdirectory of an existing Pika installation, the subdirectory just called /transfer. So where you see /transfer below, change it to the appropriate location on your site if you've called it something different.

• To add a field to get transferred that already exists on both Pika sites (for example, % of poverty if you are going to keep your poverty guidelines matching on each site), edit the following files:

1) /templates/client-tpl.xml (do this on the Pika sites on both sides)
2) /transfer/xtsIntake.php on the transfer site
3) /ops/receive-soap-transfer.xml (do on both sides)
4) make sure the field exists in the intakes table of the transfers database