Configurable Form Engine for Incident, Audit and Survey Workflows
One dynamic form engine powering incident management, internal audits, and satisfaction surveys—with configurable questions, validation rules, conditional logic, and role-based access.
The Challenge
An aged care technology team maintained separate hard-coded form implementations for incident management, internal audits, and satisfaction surveys. Each module required different field models, validation rules, and workflow transitions—but shared the same underlying need for configurable questions, conditional display, calculated fields, and role-based access. Change requests across all three areas created duplicated engineering effort and slow release cycles.
Our Approach
We built a shared configurable form engine supporting dynamic tools, multi-section layouts, validation rules, conditional display logic, calculated fields, activity history, and role-based workflow transitions. The engine powered incident management workflows aligned to SIRS-related requirements, internal audit programmes, and survey collection—allowing business teams to reconfigure forms without application redeployments. Shared patterns for locking, evidence capture, and exportable reports reduced long-term maintenance overhead.
Outcomes
- Unified incident, audit, and survey form configuration behind a single engine
- Enabled rapid form changes without redeploying application code
- Supported severity classification, evidence capture, and audit-friendly activity history
- Reduced duplicated engineering effort across three quality workflow modules
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