Set-ups & guidance information
Configuration, information & guidance
By David1 author42 articles
What is MosaicThis article will give you an understanding of Mosaic and what it is.
Understand Person recordsThis article will contain all information that a Person record has within it.
Person SummaryThis article will explain what information you can view in the person summary.
Person ManagementIn this article, we will provide the information to help you understand the person management within Mosaic.
Create a new person recordYou can create a new person record in Mosaic when you need to register someone who does not already exist in the system.
Search for a person using external systemsYou can search external systems such as PDS and SEEMIS from within Mosaic when these integrations are enabled for your organisation.
Search for a person recordYou can search for existing person records in Mosaic using a range of criteria, including partial information and phonetic matching.
Update person detailsYou can update specific parts of a person record in Mosaic without needing to reload or save the entire record.
Delete a person recordYou can delete a person record in Mosaic when the record is no longer needed, provided there is no associated data that prevents deletion.
Detect duplicate person recordsYou can use Mosaic's duplicate detection to identify potential duplicate person records before or after creation.
Assign and manage service user groupsYou can assign service user groups to classify people in Mosaic for reporting, workflow routing, and service eligibility.
Manage person relationshipsYou can record relationships in Mosaic to capture how a person is connected to other people, organisations, and workers.
Understand restricted person recordsYou can restrict access to sensitive person records in Mosaic so that only users with specific permissions can view the full details.
Merge duplicate person recordsYou can merge duplicate person records in Mosaic to combine all data from one record into another.
Understand workflows and stepsWorkflows are the central way that casework is managed in Mosaic, with each piece of work represented as a step.
Understand step permissionsYour access to workflow steps in Mosaic is controlled by permissions that determine what you can see and do with each step type.
Complete a step and select next actionsYou can complete a workflow step in Mosaic and choose what happens next by selecting one or more next actions.
Configure step definitions and activitiesYou can create and modify step definitions in Mosaic to control how workflows operate, including the activities workers complete within each step.
Configure next actions, tasks, and role permissionsYou can configure the transitions, tasks, and role-based access for each workflow step definition in Mosaic.
Understand step statusesEach workflow step in Mosaic moves through a lifecycle of statuses that determine what actions are available.
Manage workflow stepsYou can start, complete, reassign, cancel, reopen, delete, and unlock workflow steps in Mosaic.
Use the step editorYou can use the step editor to complete activities, manage forms, and progress workflow steps in Mosaic.
Understand forms in MosaicForms are used within workflow steps to capture structured information as part of casework in Mosaic.
Build a form templateYou can create form templates in Mosaic using the moform XML format to define the structure, fields, validation, and layout of a form.
Design form template views and layoutYou can control how a form template is displayed on screen and in print by configuring the views section of the moform file.
Use the work viewThe work view is the main panel in Mosaic where you can see and manage your active caseload and recent activity.
Use the team work viewIf you have a leading role, you can view and manage work across your team using the team work view in Mosaic.
Create and manage groupsYou can create and manage groups in Mosaic to bring together related people as a named unit for shared casework.
Manage group membershipYou can add members to a group, end or delete memberships, view membership history, and see members grouped by address.
Upload and download documentsYou can upload files to and download documents from person records, groups, organisations, and workflow steps in Mosaic.
Understand document categories, storage, and permissionsDocuments in Mosaic are organised by category, may be stored in different locations, and are controlled by role-based permissions.
Create and manage case notesYou can create case notes in Mosaic to record contact and activity details against a person, group, or organisation.
Case note alerts, SMS, and historyYou can set up email alerts, send SMS messages, view the audit history of case notes, and manage case note permissions in Mosaic.
Understand case chronologiesMosaic provides two types of case chronology — a system-generated event log and worker-created curated chronologies.
Create and manage chronologiesYou can create, edit, copy, finish, reopen, reassign, delete, and export created chronologies in Mosaic.
Manage appointments and schedulesYou can create and manage appointments, recurring series, and breaks within workflow steps in Mosaic using the scheduling feature.
Understand system functions and permissionsSystem functions in Mosaic control which features and actions are available to each worker role.
Configure system propertiesSystem properties are key-value settings that control how Mosaic behaves at runtime, including feature toggles, security settings, and integration options.
Use Mosaic in Welsh (Cymraeg)Mosaic supports the Welsh language, allowing you to use the application with Welsh labels, messages, and validation text.
Understand database naming conventions and column patternsMosaic uses consistent naming conventions across all database tables, columns, constraints, and indexes. This article explains the patterns you need to know when writing SQL reports.
Database table referenceThis article lists the key Mosaic database tables organised by functional area. Use it as a reference when writing SQL reports.
Understand database audit tables and schema versioningMosaic records all auditable user actions and tracks schema version upgrades in dedicated database tables.