 All right. Well, welcome everybody. I'm Brian Dyer Stewart. I'm up here in the down east main where we're slowly getting some green back in the grass and Temperatures hitting almost 50 degrees. So for you who are in warmer times, we wish you well and send it to us. Oh, yeah We've been working on a tree ash system per Vermont Connecticut in Maine for about the last almost a year and a half and the Connecticut system live and And Maine is going to come live hopefully in the next week and then we're on to finishing up when Vermont and We started this project really from Wanting triage but taking off from Massachusetts project that Scott Friday had developed In Drupal and in kind of moving on from there And what we'd like to go through today is first a very brief overview of why would you want to do triage? What's that about and then looking at examples of how it's in use now in Connecticut in Maine and Vermont? and both how it works and What the work involves? Setting up is and then finally a little bit look behind the under the hood at how things work This is a project that will be available. Hopefully by the no later than the end of the summer I as a drop-in module for for other Drupal sites And so we look forward to to sharing this with you And I think we'll start with with Kathleen. Are you going to give a little bit of an overview of why are we doing this? I am Yeah, absolutely We're not the most practice Fund-up So I think probably every week we'll go through this part quickly. I think everybody in the call Basically gets these graphics pretty quickly that a lot of us are having problems with telephone intake and I Know in Maine particularly in our Portland office, which is our most Heavily populated area service area We're just sort of in over our heads with trying to deal with a phone intakes and and every so everybody's looking for better solutions to How to get clients who we can't really help How to point them in the right direction and point them to the online resources that are available and The other agency referrals that are available So that we can hopefully unclog the phone lines and spend more time Clients who we can really help and who have problems that are our priorities So and and a second thing for us is also seeing if by instituting this we can increase our service to some of the more isolated rural areas of states that we have traditionally historically had a hard time Reaching so that'll be an interesting So what what we came up with when we started meeting as There's three states together was The thought that really the crux of the work was kind of re-assessing how Really how the whole website is set up and what information is available. You know people have been trying to make Search engines and the topic lists and libraries and things to help people find things and that's kind of A trend is to also develop kind of guided pathways ways that speak to clients from where they're coming from with And in between system, which isn't in this case a reference library But that has those skills to to guide people to the exact information. They're looking for And so that's really an art and We've looked at that the most time that we've spent in this project has really been with each of the sites developing Those questions in that sense of what content Do we have what content are we offering to people? How do we reach out the folks? So what I'd like to do now is leave the slideshow and go to just a quick demonstration of Of each of the sites that we're working with right now and where the triage is So in Connecticut, I don't know if you're still on the line with this Kathy. I'm here. Yep Good so Connecticut has the two approaches to the triage and Why don't we start with the first one Kathy, which is just the menu item at the top of well actually Could Brian if you could click on get help On get help, okay. Yeah, okay So this is the oh we're missing the link Okay Well At any rate We have we try and direct people in through our get help so that there's a little additional Information we talked to them about, you know, some of the ways they can contact us But we direct them right here. There's usually a big button there that is for the legal help finder Using because I've used join me in the past occasionally There's a conflict in my bandwidth between using join me and going off online to get to get the site So I put all the data on my local Machine and I'm running it as if my local machine were each as you see the address here is each of the site So our graphic must not have come across Kathy. I'm sorry for that. Oh, no, that's okay So the legal help finder for Connecticut You can just click there. This is our opening page and This will walk people into it, but the other way to get here and if you go to the self-help guides and go into a Section it when it sees you browsing After a few seconds into a particular topic There will be a message as it comes up that says oh, I see you're looking at such and such kind of problem. Would you like some more help and If you click on the yes, I'd like help here You would actually go also into the triage opening page And that's optional. You can turn that on or turn that off, but we have it turned on So I'm going to walk you through Getting a restraining order So I'm gonna be a client here So the first thing that we do is qualify whether or not the person is a resident of Connecticut Or their legal problem is in Connecticut or not if their legal problem is not in Connecticut What happens when they click next is it sends them out to a list of Resources in other states so that they're not wasting their time or as Kathleen said our time, too So we're going to do my legal problem is in Connecticut And click next There is an optional list of what we call statuses that you can include to further qualify Your your search Kathleen will be talking about that. So I'm not going to check any of these off here So crying will be next There's also another optional section here where you can put in a zip code or the people in the number of people in the household and the income and If you have programmed in resources for those areas They would come up specifically in the search Otherwise you're going to get the regular information that we've programmed into the search What we have here is the this is going to walk you into the triage We're going to go into the family section and it starts asking you questions in this case. We're going to Do I have been abused and you can see up at the top? There's this little little trail that's being built. It says you said So we're going to make another choice here and the second choice down is I want to get a restraining order to protect me and my children Okay in this case We only had to ask two questions to get to the point where we are ready to give them the results So if you click on submit This is what we're calling the results page and it Gives them the information that we have actually literally literally designated to come up when they Go down that path and and indicate that they have that problem. So That's read there are three different pieces of content there and this is what we call here in Connecticut We're calling this the results page Over on the right. There are some additional options. They can print out this results page They can email it to themselves if you click on print. I think Brian. I'm not sure. Okay. Oh good I might not have all of the The logo I see it didn't come across because it's on my local machine. I'm sorry. Oh, okay At any rate they get a page that they can print and you'll see down at the bottom of the page We've also because they're going to be taking a piece of paper or emailing it to themselves we've put in a little bit of a disclaimer and also some credits and A link to our survey because we asked a little survey when they come out of it Okay, they can also start over from this page if they have If they want to search further or qualify their search a bit more And if they start over at this point there and the information that they answered up front in the questionnaires is saved Yeah Maybe we can take a look at the same one unless you had other things that Kathy and Kathleen you can you can do it because she's going to talk about these other sections Are you with us here Kathleen? Yeah? Yeah, I don't know if we properly introduced ourselves Oh, yeah, yeah from Connecticut. I'm Kathleen Caldwell from Maine so We wanted to show you a couple different examples I Pardon me to just to demonstrate Kind of how flexible this tool is once you install the architecture so to speak on your group site then you can really make a lot of different choices at the admin level to customize How this thing works and so you'll just see from going through Main triage how I've made a bunch of different choices than Kathy and Kate made in Connecticut So One of which is that you require zip codes and so on don't you? right Yeah, we Right, we decided so you can have required fields. You can have non-required fields. It's all very easy to set up We Chose a similar list although, I don't know if you memorize Connecticut list, but it's somewhat different for what we call User parameters or user Profiles And you can you can set these up any way you want to depending on what kind of information you have to deliver into what audience So they're used basically to filter either the offering of what kind of things you can select or What you get yeah, right right so for example if I just go to continue here and go through to Perform so there's nothing here on the elder issues Which you might want to see even if you're not over 60 years old, but in the case of pine tree if I click that Status of being over 60 years old it actually changes the choices that I get In the categories to choose from As you can see I'm still I have the option of Putting in some little subtext there, and I'm still kind of playing with that. We're not quite launched yet You know, that's a matter of whether You want to add information and have it look a little busier or you want to make it cleaner So we're going to question here. Yeah, okay, which is how does this module and system look on mobile? Is it responsive? Good. Well, we can take a look right now. We're working on that. I haven't looked at it in a little bit So let's just take a quick look and see how it scales down. I Think it does pretty good. It looks like the progress bar gets a little funky And I probably have to do a little work there yet the progress bar You can put any text you want in and then we probably need an additional mobile So I I think all the fields and all all scaled down pretty well In the menu system for pine tree scales down So I think all that works pretty well looks like I have a little work to do on the progress bar But we'll just go back there But yeah, then when we finish we will have it ready for mobile as it were Great question. Excellent. Okay. So do we want to put where we were? Yeah, I want to go to our results page Okay domestic violence help So we're going through the same series of questions going to family And I'm an old person We set up our triage. We're going to talk about building the Logic tree in a minute, but ours is somewhat similar to Connecticut, but a little bit different and again that depends on kind of your state and What resources you have and how you need to triage people? So This is our results page Which is you can see quite a bit different from Connecticut We also have three pieces of Information here on the left We'll show you a little bit later how you how you set that up and then on the right-hand pane Some of the same Blocks as Connecticut use, but we put them in a little bit different order This user input thing we have at the bottom is really for testing purposes What? Use your profile information people enter that's useful for testing purposes. We Probably won't display that to the end or when we go live the system does Keep that keep track of the federal poverty guidelines So when people have entered information for their household size and income if you're using that particular part It's automatically behind the scenes keeps track of where do they fall in terms of Percent of poverty because you can use that for filtering some of the information that should return to people as well Right, and you'll see a little bit more about how you manipulate that as an admin when we get a little deeper into it I'm going to go briefly and look at the Vermont Which is just getting set up so they don't have everything there yet, but and there's a reason that and this has the This I chose a different set of options in terms of how the screens look in some of that is so like if you noticed with Connecticut It was set up so that the whole menu stays sometimes what happens is people Leave the triage and kind of go back and forth and that may be something that you like or you may want to help encourage people To not leave triage until they're done And in that case something like They have to go back on but when you go to pine trees The menu is gone. The progress bar takes its place there You can always get back home and in Vermont. It's it's uh, I don't know that they're going to use this But as an example, we set up the third option Which is to really take over That screen which didn't happen, huh? Not interesting. What did I do happen when you did it the first time? Yeah, it happened when I did it the first time Well, that's what you get for hustling around too much just before you get started So there it is there so in this case It's the other screen is grayed out and you really stay with the triage until you're done So that those are just varieties of styles and options And in their case they had pure they didn't want to ask many questions beforehand So you you only have three steps to kind of get to the end point Um, and if we their list is a little different, but fairly similar if we go your see right now They don't have any results For there that you get here yet. They haven't gotten around They're just beginning to put information in so this isn't finished But I want to save this because we're going to actually build out a little content in a few minutes on this So those those are kind of a quick overview of what a user might see on three different sites So the first two Connecticut and pine trees looks very much Like a regular part of their site Ramon we picked it up to do to look a little bit different And back to the slides So we talked about the crux of the issue here really being the crux of the work being Setting up the logic tree of how what are the questions that people might ask to get to the various Legal content that you want to offer And it really does involve kind of the teamwork of talking to the people who deal most with clients With the people in your organization who know your content best in figuring out Both where holes are where you're not offering information that would be helpful They're really helpful tool for that and also how do you guide people to get exactly what they're looking for? So and that that is this piece called the logic tree and that's where most of the staff work went into And do you want to talk a little bit about this Kathleen as well? We we have we've thought about this and talked about it at the beginning And decided that we wanted to limit ourselves to making each Section have no more than five choices and going no more than five levels deep Hopefully less than that. We didn't want it to be overwhelming or confusing to people So we use that as our as our basic guideline Every now and then and one of us had to go to a six something but we really stuck to this and We're able we were able to get our content to fit into this model and we're pleased with it Not easy to do in the beginning but once we got the hang of it and disciplined ourselves just you know for For user friendliness. We thought it was really essential And visit ourselves. It was important then we were able to Brain ourselves in and make that And as people develop this within the Drupal side of things as a review of you who are using Drupal the questions the logic tree is actually built out in the taxonomy and And there's two reasons for that of one is it's within Drupal It's a hierarchical place where you can level things as it were have different levels to a particular thing It worked really well for this idea of options that had levels and a number of topics within each level And secondly it allowed kind of a two-ponged approach to delivering content We had modeled ourselves somewhat after an early triage piece in Massachusetts. It's got Friday develop and and That works by kind of like a search would is you can tag regular content in Drupal with one of these questions in Massachusetts or in any state that says if somebody asks this question show this content So that's one way to do it and then we as we worked we also realized that we wanted to develop Even more granular content that we might associate with a question that wouldn't be kind of Full content that you would have on a site a page, but would be snippets our referrals our other things So we decided that we would use We create a builder that would work on this as well, but the first part and the biggest part was developing the This huge logic tree. So this is an example of part of the family logic tree Part of the employment logic tree and we're going to just briefly Over and look I think I have this over This is that nod to In Massachusetts, this is here their system in your see there's a lot of similarities If we tried to follow down under family their questions to get to a restraining order you See that Unfortunately are not unfortunately, but they've built it out so that you actually have to go to a different place to get that information And they tell you that That was one of the things that helped inform us of a feature we wanted to add which is you can link Information that might appear in several places that information restraining abuse might be under different categories You can link together so you don't have to maintain separate places. You can maintain one place, but it shows up in several places But when we look at at the Connecticut's Overall list this is a this is the administrative screen and we're talking about this in a little bit But it shows all the categories in their depth So they go and go, you know, it's quite a piece of work to develop and to really think through and in terms of the Administrative screen There's a reason for it to look like this which we'll go a little bit, but you can see there's just tons of Boss it's gone into How do we provide information to people what are the questions that will lead them to the information? They're looking for into content that we have Did you have more to say about that Cassie in particular? Did we want to go more into this at this point or or go into these a little later? Maybe we'll come come back to the translation thing later. If that's all right, Brian Sure, that's fine. Okay. Okay. Should should I show how not it could build theirs out? For the restraining order we could do that Sure, let's go and look at that. So If we go Brian's going there, I just wanted to reiterate Brian mentioned mentioned this before but The build out of the logic trees Really requires a group effort and the fact that we have three states involved and Kate and Kathy and Sandra and I met a lot And went through Logic trees and shared our logic trees and really tried to refine them and then in the end everybody had to sort of Customize theirs for their state but but the group effort really helped and then at the same time we were doing that we were each meeting with Intake workers and our own organization and People in other organizations that would be partners where we were referring to make sure that we were asking the right questions and Coming up with the right priorities based on what they're doing so This is really kind of a Complicated little piece, but I think that in the end we hope it's worthwhile because once you Get it in there and at least get a basis even if you're going to edit it later on As you learn more things it will you know serve a lot of people So I think it's worth the effort up front And we also will be sharing With people who are interested in doing it so that they don't have to start from scratch as did with with justice and Who have done this before us? one thing that came out of working as as a group is That there's a lot of flexibility built into this You saw it when when we were looking at the different examples of how the different states had put their things together their sites together there's a there's a huge amount of flexibility and the types of content that we can put in and and How we can make them function and that's a direct result of our team effort and You know wanting to make sure that we could build something that not only we but other people could use and Customize as they went along and not be you know locked into a certain format. So that was a really good benefit of the process too So I can show you Oh, go ahead Brian. Sorry. Oh, no, that's exactly right. Let's go and take a look at it how you Resolve this this was the the output for the the question on restraining order in Connecticut and In terms of how they put the information together this is a kind of the editing screen for that particular item and What they did is they use a piece of reusable text Which we're explaining again as we go on and then they use two pieces of node content that they knew were kind of their best content on that and by So it's fairly easy to just create one of these and and drag them over which in fact I think to give you an example of I'll go ahead and do for Vermont The Vermont as you remember that we didn't have any content that for this endpoint that that you needed a restraining order So I'm going to go and just show you What we can do to create some content and I'm first going to use I'm going to create something I'm going to call an alert. I'm going to put it in the top message panel and It's going to be reusable text Because I know I've created this text already And I believe that the keyword I'm looking for is get Okay, immediate safety. This is all I want Okay, so I'm going to I'm because I'm going to wrap it in a warning box as well. So I'm not I'm going to put something over I don't want anything there. So good thing in the top message panel I'm going to put some reusable text for tell people safety and I could go and preview what this output is going to look like now And so it puts this kind of ugly thing here. We it's not the But that it's to demonstrate we still don't have any content for it though. And why don't we custom text Or this I'm going to put that in the main panel and I just quickly write some So we could actually go get one. We'll get a picture and put in here safety So you're building basically you're building little pieces of content That you want to go and then finally we're going to want to have some actual node content reference order And the way I'll get that is I just go and add another thing Here where I get some Abuse relief I think Maybe from the piece again And I'm going to put I put in the full content. Hey, why not? Okay, so if we go and preview this now I put in three things this domestic violence alert this little custom text and Restraining order node content And if I go back to preview now If somebody goes and answers that question, this is what they would see it's not particularly laid out the way you might want but There it is So it's fairly Easy to build stuff if you once you begin to get a sense of what is the text that we might use in a bunch of places and Create reusable text box Those were another of the brainstorms of the group so that you wouldn't have all this custom text that if something changed You'd have to go and find oh, I referenced that here there in the other place Instead you can use a reusable text place that only has to get added to one place and that's what appears in many places We also use a little bit of custom text and then reference a node which is often what people do We could also have showing here results from what we call a triage search where information that was tagged Regular content that was tagged to show up for this question would show up here So that that's a real quick overview of that Thanks, friend Okay, you want to let Kathy show off what she she and Kate did with this as well back to her And talk a little bit more about how this works Sure. Tell me what we're doing demonstration. Yeah, this is good. So that was a good demonstration of how you How you build up the actions we should have probably clarified this is after You load up the logic tree dear site and then this is when you're building out the Responses that are at the end point of each logic tree for the user to use So here's another example for I want to get a restraining order that the Connecticut page that you saw and how Kate and Kathy in Connecticut Decided to build out their response So they did they did a piece of reusable text Oh, go ahead. Yeah. Oh, it's okay. Yeah We did we did we use the same types of content Brian if you click on the type in the fourth Column there the custom text at the bottom These are the different types of text that we can put in I I don't know if we we looked at that yet. I was going to mention those the reusable text is huge We just have all developed these massive lists of reusable text and we can just keep dropping them in wherever we want them and You can also drop Things into multiple sections if you go to the logic tree Isn't that there Brian that you can click on it? You can actually put it into a whole section of the logic tree So if you've got that's right where you can yeah If you want something to show up in every every Results page for elderly. You can just click on the section We'll actually just go into all of them. So that's a big time-saver and Under the region you have choices and I think Brian showed those two of different places where you can position things on the On the screen the help panel is the one on the right. So if we could go back to our results page What we chose to put on all of our results pages is we have a little box for two one one That we have show up on all of our pages because we want to Direct people there no matter what the other thing that will show up on results pages is If there's something special and Kathleen was talking about this if there's something special for a particular group That people have self-identified as being part of it will show up on the results pages Automatically so again, that's that's something more at the administrative level that saves you a lot of work So I guess that's a little more about using that feature All right, and should we go back to a brief to the slideshow briefly Kathleen for sure coming Pine Tree is that good? So of course this is is the fact that you put a lot a lot of time into this in order for it to be a fairly Simple thing for the user to use So what looks simple to the user actually is these hours and hours of time That you've put in developing the tree and the tree really is the basis is Kathleen was saying the logic tree forms at all and that's really what Massachusetts had to help which we showed you briefly over and In their place here was That notion of the logic tree of their questions being associated with that we took that and then decided we would wrap logic tree in With actions that could be attached to a particular branch in the logic tree or could be a Attached to the overall process so Let's go back and we'll take a little look So you can put actions before during or after The logic tree and before would be like questions of what your group status is or where do you live or how much money do you make? Or other information you want to want to give people During would be kind of help screen kind of information that you might show that would help people understand where they are and after might would again be on the output screen of things like the email print option or What the user said those kind of things? Are more universal or things that only some information that you want every elder to see could go in a similar after function? So this gives you an example of the things before location status And when you look at a specific Piece like this is set up so that before things happen There is an intertext and where's your legal problem, which we've seen on all the sites is where's your problem? And that's by setting up something before The logic tree begins. Do you want to look at your? Sure, he's here I think that might help show this off a little bit before I do that I Know that we're all really familiar with how this works because we've been you know living it breathing it bleeding through it but We're going pretty fast through a lot of stuff is should we take it a little bit here and see if anybody has any Questions at this point before I dig a little deeper into how we get this part So there's a question here But is the module compatible not only with Drupal, but with D-Law three or four those particular Okay, yes, it'll work with a D-Law three or four Both of those basically just needs Drupal seven to work Which D-Law three and four both in and it also Is handy if you use D-Law because they use the NSMI Which is helpful for a number of reasons time things together so you don't have to have the SMI index on the site to this to work, but It adds some functionality straight off if you do so yes, it is compatible with work for this Yeah, just just to clarify for people D-Law is a free template that Urban Insight has done development on That is available for download and MMSI is the National Subject Matter Index Which LSN tab just launched a new site for and we'll be doing an update on those Codes we're looking at putting the other standards group to update those codes currently Great explanation Anybody else Anybody else Okay, so In terms of these a little deeper filtering functionalities that that Brian's built in here. I'll try to demonstrate here. It's complicated to explain but so back to our Domestic violence you can see that I've loaded up three things here the online self-help information which Sends people to our basic protection from abuse step-by-step how the system works which I've Supposed for everyone all audiences the second one is referring people to our statewide domestic violence Resource Center where people can get lots of kinds of help in addition to legal help Because we that's kind of the very kind of the first responders in Maine and then they a triage out to us and then The last piece here is the referral to our pro bono project So remember that and then let's go on the back end Okay So that first piece of reusable text at the top was the online self-help information The second piece of text was the DV referral to the again. I use reusable text To our domestic violence statewide group and you can see there are actually two more Pieces loaded up the actions. We call them loaded up here. One is the VLP referral which you saw And Brian's showing you where where I set that up. I called it VLP referral Fine, you're just going too fast. I Was going to show him where I entered the text. Oh Excuse me So I called it the VLP return for all I didn't want a header on it So I put none in the display header. I put in the text. I wanted which can include Images and links and then Okay, Brian now you can go Just your seat. Oh So I wanted people who had checked earlier or I'm sorry not checked but entered their household income earlier as Under 200% of poverty The the system knows that if they entered under 200% of poverty amount for that household size And so I checked low income eligibility here under the restrict action Visibility that means because Brian came in as a user Under 200% of poverty the VLP message go to to our pro bono arm If you need help shows up So go back. So the one that didn't display here Was another response, which is the referral to our bar associations lawyer referral service and The restrict action activity on that one Is To hide for people who said they were low income So it's an alternative view if you check if you put in your income as under 200% You're going to get the VLP referral if you put in your income as higher than that You're going to see that at the field and there's there are many different Besides the income screen there are the other screens that we showed you earlier that you can use like I'm over 60 If you say you're 60 you're over then on a lot of these screens you're going to I'll I'll get an alternative referral to legal service elderly Etc. So that's pretty cool. It can be a little crazy thinking when you're putting things together, but it's it's really quite Quite robust If the filters that we put into place were for any of the statuses and the statuses like I'm 60 years old or Veteran whatever you can you create those yourself so you can set up whatever ones would help you filter your content and then There's also county Filters in the way that the zip code town piece works is it it actually goes out and gets Your your county information. It kind of does a look up on the zip code that you put in to get county information So that comes across automatically And so if you have different Agencies available in different counties or different information that's relevant to different counties So I only want to show things to certain counties. You can do that In the same also with the then income as we've seen on this one You can set up different income guidelines Based on the percent of poverty and the percent of poverty information is all Got an awful web as well and kept up to date that way another feature that You may have noticed as we've been going around on the different screens is there's a word says translate Connecticut is in the process of translating our triage to Spanish we aren't completely done with it yet, but the way Brian has set it up is really nice What you do is is you go into the logic tree behind the scenes and You go into the translate section and you literally just copy and paste in the text in another language and It will be there. It will have the same rules So the once you but once you've done all the labor of putting it together the translate piece is Incredibly simple Brian. Can you translate it into can you translate it several times? Yes, the way that it's set up is Basically wrote kind of an add-on to the Drupal's own international language Modules and so you within Drupal if you have those modules in place you can So what language is you want your site to be available and then for Drupal's content? It allows you translations special translation places then for for any particular content that you have And I simply added that Same functionality to our triage actions, which are not normal Drupal content put our Kind of a smaller unit that we created and in the administrative page We one of the things you show Yes, I was going to say the Yes Translation is one of the features in the admin menu where you can get a preview you translate in it the little gears here You can see that you've already entered some data on an endpoint And in some of their areas further down you see that it's green now And that's because they have a translation and when you go to it Whatever languages you've configured for Drupal to recognize as being part of your site It will list those with the ability to translate And if you go to this you can see Right now it's just the title it doesn't have there's no text in there to translate. It's just a title of the Sorry, I just went a long place How many of those do you think Kate dropped in in an hour Kate? It's extremely fast because literally once it's once it's built in English It's just copying and pasting in the text And she went through a number of the categories in a very short time Yeah, so when you when you go to one that isn't translated yet It tells you that and allows you to go on and translate it and in this case We're only translating the the title Which we also speed it up But you can also translate the content If you have custom text Associated with something so in this case it's translating just those particular Things but in this when you go to the actions and cells you can also translate the custom text There so there's no translation here you could go in and you could pull out that text and translate it here Like it comes across by default in the language that it was written there And then you could haul that out and just paste in a translation and it would be the Spanish translation I'll have any other questions about the Translation What else we got Well, it's almost two o'clock. I'm getting about five minutes ahead. Do we there's um, I don't know what our time limit is here Maybe you can check them with Brian about that if we Are we on just until two or do we have time after that? We've got until two thirty So another half an hour Yep Okay, we'll probably have to go time to go an hour do an hour and a half. So anywhere in that time period All right, well one thing I wanted to we want to talk a little bit about how the intake ties into this because Connecticut has its own Separate intake system that they're simply linking to so one of the outcomes and Tree ash can be that you come to a point at the end Where you have on the final page? It says, you know apply now and it takes you it's just a link over to your existing intake Entry decided to build out an intake system in Drupal and that is also a module which would be making available Because the output is the links could be linked to different places It probably would need some small amount of customizing to work on other sites In our case, we're sending XML to Output to is it legal files that we have Yeah So our intake does that but before we get to the intake. I just wanted to show you One of the other pieces that we did for the triage was a summary report And this is this was live from Connecticut a couple hours ago What we did is anytime somebody enters triage We record what they do so we keep a little log of Do they go through all the steps? It's if they leave where did they leave partly so we know it's successful at all this helping us and We we had something when they started just before December 1st I mean January 1st, but we've been refining it as we go and probably the most accurate data is Starts from April 8th So I said a filter of April 8th through the 30th and they've had 2,500 entries into triage in of those a Surprising number 1730 Were people who answered the first question about is your problem in Connecticut? Do you live in Connecticut or is your legal problem Connecticut and they said no So there are a lot of people come to the site from other states clearly or at least Where did they live in other states are there problems that aren't in Connecticut? So that was really interesting to find out And yeah, can I can I interrupt just a little bit there Brian? Absolutely Yeah, I was really Equally intrigued about that Um But I think I knew that both Connecticut and Maine They're pretty heavily travel sites and I knew that we had a lot of traffic from looking at Google Analytics that we had a lot of traffic from out of state, but It's nothing like this It's you know, I forget the percentage, but it's a much lower percentage than this So I anticipated that a lot of people would be sent other places But this is this is really really interesting and I think that two things one For people who have sites that are heavily trafficked from all over the country all over the world You're probably gonna see a lot of people drop out on the other hand and at the same time, you know those people We're dealing with people who aren't necessarily that good at navigating the internet or maybe they are but People who need to get headed in the right direction and be sent to the right state start out with so I think that By doing that that we're doing pretty big service So in three weeks there, you know, the numbers aren't huge and it's not the pop-up doesn't appear You can set pop-up to appear on specific Categories of information and it's not set to appear right now in every category So the pop-up doesn't automatically appear everywhere. Someone is on the site And so they'd have to choose the menu option some of the time and in three weeks there have been 405 completed runs Which means somebody went through answered the four steps of questions and the thing and actually Identified a legal problem and then got results. So in the course of a year, that's about 7,200 And you know on the one hand, that's not huge numbers, but on the other end That's a really nice addition to what's going on because you feel like you've delivered really good Information we're not yet recording how many people come through this and get directed towards intake And that's something that we will do at some point, but we were not quite there yet I think when Pine Tree goes live, we're probably doing that since we're Since the two are so closely tied So the report gives you a breakdown by where people came from if they answered that question and things can collapse How many steps they completed? Those who weren't part of the out-of-service area who didn't answer the first question now and get kicked out right there and then What were what were the legal problems that they're looking for so you can see that there's a Lot that you probably could have identified straight off. I want to get customary children. I wanted to course My housing is a you know things that come up a lot are there and that list goes on and on so you can see We have built in as possibility again, not something you have to have on I think if you looked at Pine trees set up they had a box where you if you weren't seeing the question that was of importance to you you could actually Log that write a little note that would go back to the administration So that you they could go oh we need to address this issue So there's a few things like that So that report is built in and as part of it somebody asked the question Is this will this be open source and yes, it will be there will be Both triage and intake modules will be available for free probably through the Entap site Maybe from a site of its own as well And I think triage with if we get to the point of having pretty good documentation and training materials Would work as a standalone pretty well. I think the intake From seeing a work in pine trees case There's a lot of it that would work out of the box, but in terms of mapping things to your Legal file system whatever that might be you would probably need to have some Some customization down on that so that would probably Be something that while the code was open source. She would need some help Behind the scenes to get it to work the way that you want But I think we actually be pretty much completely dropable Yeah, we would be happy to To post links to source code or anything like that on the LSN tap blog I would definitely recommend putting it up on GitHub also Or we could link to it on GitHub Yes, no, we will have it on GitHub So we'll put out a Notice to the list when we get that all together perfect just Just wrapping up the triage Triage does stand alone. Well, it's highly customizable As you saw the logic tree is is the core of it in the action builders expanded function a native to people Translation name all of the stuff will work out of the box for you So, yeah, I think that's going to be could be a useful piece. I'm hoping for other people sites out there and A piece that we're working on that's not completely developed But it's close and I think will be when we release it in the summer is You can you can decide to you to have multiple tree ashes. You can have many triages in a way You can decide well, I have a lot of people who come Looking for divorce information or employment information and really they shouldn't What they need they need to answer this these eight questions in order to direct them to the right information So you could have little mini triages as it were that would be that you could create and then link to directly So that instead and you wouldn't necessarily need to ask the questions about income or where you live Maybe you would depends on what you want, but they could guide people into a more complicated area To get the answers they need so it's kind of like a as I say here. It's a simplified a to j like thing to help guide people to complicate information needs so That that feature Hoping will be available and also in use on some sites so you can see it by the time we release it in late summer Yeah, so if you do the resources to build out triage for the content of the triage For your entire site or your whole universe of legal problems You could choose one or two to start with or to only do those Because you know that's where all the traffic is Yeah, I may could be seen as just a link from a very Joe you've been an offing page having trouble about employment or whatever So I feel like it's very flexible in those regard and I'm looking forward to seeing seeing what people do with it We wanted that Kathleen we were going to show our link into to the Intake system Should we your back and do that? Yeah, I think some Maybe fewer people but some people would probably like a preview of how the intake things looking Yes, and we Came after the triage and we ended up Doing something similar to what? We did with triage and we had looked at using a Drupal's web form modules to do intake And they turned out it wasn't really robust enough to do what we wanted So we kind of made our own Thing that was similar to the action builders Where you can design your own forms with various content on different pages or steps So we'll take you through a quick run of what it looks like and then How you get there So again, it starts off with a kind of default question, which will Get you in or out if you don't if you're not a US citizen. Basically, it says you should call us To see if we can help you as opposed to going through an online intake, but Yeah, that basically you build these forms from an administrative Interface that's pretty similar to the builders where it's easy just to add things in the atom is we can use The taxonomy is one of the the place to define the the boxes are the steps the The pages that this will go on and I have a little cheat in here right now or normally you can't advance the pages except through Answering all the required fields, but as a tester I built in a little thing so I can sneak But it has similar things with you know zip code looking at things making you match them Formatting for phone numbers and that kind of stuff And this is all built with a Form builder that we designed to allow levels of complexity that What form didn't allow where that basically came up for the first time was in adding Subsets adding them multiple household members And That was just a hard thing to do properly in web forms and So it worked much better to just do it from this end And a lot of things are dependent conditional on other fields if you answer yes here then something else shows up and And so on so It you know it takes about we figure it takes about 10 or 15 minutes to answer all the questions And when you get through at the end normally as I say you couldn't advance past these red ones But I'm using my little program or shortcut because I didn't want to put it all the data while you're sitting here watching And when you get to the submit then it would send all this data It would translate it all what it would save it online encrypted in a place where we could keep it in Drupal Encrypted, but it would also then take that data and translate it into an XML file That it will send to the home office where they're imported as XML into their legal files system so And it actually is Connected up with the intake now so that if we go back and look at a Think we can look at this anyway, so if you were doing the triage And in this case it remembers me because I haven't left yet Think Washington County is on on to that If we went through I think on foreclosure Is one thing that pine tree? Might be able to help you with right so not every Legal problem would lead you to intake because Pine tree couldn't help you with every legal problem that you might have they might be able to direct you somewhere else, but foreclosure Is one and if you had gone through the triage and Had answered the questions and it said yes, and then surfcourt papers I want to keep my home. We've gone all this way and go to get your information one of the things and we probably will Make this add some little styling so it looks more like a button is that because we were under income Because we live in Washington County, which is a county that they serve Had said they serve for that because we're under 200% And because the issue is foreclosure we get a link to their online help, which is their intake system So we go from that of course now gone to a live pine tree because that's where the link points. I'm sorry I can't show you from that. I was like This would like it's hard-coded in there. I have to take it off it would go through to To the intake system that I showed you a minute ago, but I have it hard-coded to something That's not being on the live system So not quite as satisfying as if you'd seen us go there, but hey, we were close Yeah, we're proud. We're trying to go live with the triage in Maine What's the next week and then the intake piece is which is why this is set up to go to contact us and not the intake piece We'll probably Later in the spring or early summer So anybody Have any more any questions about the intake piece? We went through that pretty quickly We're also going to install that in Vermont I Yeah, we're you we're using a to J and We have we have it in and it looks the same because really you just click on a link and it takes you to the next step In our case that takes you to a an introductory page to the a to J interview either in English or Spanish So obviously if you already have an intake system online in tech set up You can you know segue through links from the From the triage piece in here whatever intake system you have No questions we have worn everybody out If you enter in Transferred into triage It actually goes the other direction the other way. Yeah. Yeah. Sorry see we weren't quite clear about that You you basically we hide the intake the online intake So that you have to go through the triage in order to use the online intake and only Certain people at the end of the triage Get the as my executive director likes to say the magic door For people we can actually handle other people get just online Links to online information or referrals to other But you can and we are carrying information from triage into intake That that is true Yeah, we're in taking Again, there are options the way Brian has it built You can intake the path that you said pass Into intake or in Maine actually we're building a little system where We're gonna import The NSMI LSD and SMI code into the intake based on where the person ended up at the end of the triage Yeah, I guess we wore everybody out Yeah Thank you all for sticking with us here Yep, and um Yes Go for it. Oh No, that's fine. You're fine If you've got any feedback on this training, please let us know I put a link to a survey monkey survey In the chat there We will be editing this and should have this up before next week Also, if anybody here is going out to the Equal Justice Conference, I'll be there for all three days I look forward to actually meeting people in person that I only interact with here online Thank you guys so much for putting this on we greatly appreciate it This is definitely one of our more popular topics with online intake and triage. So Thanks very much over thank you