Versaa Knowledge Wiki — Index¶
This is the master catalog for the Versaa (1st Touch / Aareon Mobile) knowledge wiki at Lincolnshire Housing Partnership. Agents: read this file first on every domain question, then navigate to the relevant page.
How to use this wiki¶
- Read this index to find the page(s) most relevant to the question.
- Read those pages. If they contain
## Relatedlinks, follow those for deeper context. - If the question requires a specific form XML detail, check
wiki/forms/key-forms/or theextracted/forms/Forms/directory. - Never modify wiki pages directly unless performing a maintenance pass — use the sources listed in each page's frontmatter to verify facts.
Platform & Environments¶
| Page | Summary |
|---|---|
| platform/versaa-overview.md | Platform concepts, environments (Dev/Test/Live), servers, QL integration, key conventions |
| platform/data-warehouse.md | Data Warehouse flow — DW workflow step, z_ prefix, key hpm1st/hgm1st tables, error handling |
| platform/sql-lite.md | SQLite in forms — .db3 files, Platform Files, builder+parser pattern, name/value column rule |
| platform/formula-reference.md | Formula patterns — date calcs, null coalescing, concatenation, regex, arrow functions, group filtering |
| platform/aareon-official-docs.md | Catalogue of all official Aareon PDF/DOCX docs from the Atlassian wiki — Versaa guides, Repairs, Tenancy Sign Ups, iAppoint |
| platform/versaa-release-process.md | Versaa 1.1 release packaging changes (Update 44+), Identity Token Service (OAuth2/SSO), Environment Audit Tool |
| platform/property-components-ql.md | QL property components data model — fields, cycles, screen reference, relevance to the CRR form |
Forms¶
| Page | Summary |
|---|---|
| forms/data-items-library.md | The _Data Items library form — copy-from catalogue of working QL data-item blocks (contact/repair/property/tenant/insights); the _Use Property Void Client No family of client-resolution switches |
| forms/how-to-build-a-form.md | Creating a new PCA form from scratch — standard blocks, Property Search button, mappings |
| forms/how-to-edit-a-form.md | Editing existing forms — light touch principle, clone vs copy, version management |
| forms/form-xml-conventions.md | .ftpackage structure, form XML conventions, formula patterns, ReadOnly/Visible formulas |
| forms/calculated-fields.md | JavaScript in calculated fields — concatenation, conditionals, date calculations, string formulas |
| forms/visibility-formulas.md | Hiding/showing form elements — section-level hiding, debug visibility three-tier pattern |
| forms/testing-configuration.md | Self Serve portal testing, CRM classification setup, staging table verification |
| forms/email-documents.md | Email + PDF attachment from forms — document name, subject, body, recipient configuration |
| forms/word-connector-templates.md | Word Connector templates — field bindings, availableForDocumentRendering, archivable, safe docx patching, encoding rules |
| forms/component-replacement-request.md | CRR form detail — v61/v80/v85/v97 field IDs, formula IDs, Other mode behaviour, z_*_Fmt date fields, Word Connector, Get Component Request Data button |
| forms/repair-works-order.md | RWO form detail — v63/v64/v73 version history, sub-tasks (CRR, Gas, Damp & Mould), key fields, CRR integration, completion workflow |
| forms/electrical-forms.md | Electrical certification suite (18 forms, all v0 — new May 2026) — AdHoc/Unscheduled certs, fire inspect, fire install, lighting periodic, danger notification, Edit DataList, and more |
| forms/section-breaks.md | Section Breaks in Form Designer — grouping elements, visibility control on containers, access permissions |
| forms/versaa-letters.md | Versaa ↔ QL letter writing integration — Arrears/CRM/Case Management letters, PDA_LETTERDEF table, HSG parameters, scheduler setup |
| forms/void-survey.md | Void Survey form — version history (v10→v12), Ticket 21617 change log, on-hold items, testing via Create Jobs workflow |
| forms/void-post-inspection.md | Void Post Inspection form (Ticket 22387) — order-driven void handover checklist; three records share the name (Dev bfc2b5bc… v9 active is the newest, Test v28/Live v18 are 2022 content); the Lettable Standard branch (70 items); completion chain + why the email needs no new workflow; QL classification grid has blank Action Codes |
| forms/void-weekly-flushing.md | Void Weekly Flushing form (legionella void flush) — DISCOVERY: read + cycle-write pipelines already target CPLEGVOIDFLUSH cycle 2 (Week Void Flush App Data / Weekly Void Flushing Prty Comp); field map + QL asks for the extra descriptive columns; strip-back rebuild deferred to Pete's test data |
| forms/insights-piece.md | The Insights piece — anatomy (group/toggle/grid), data-load gate + snapshot-lag gotchas, 2026-06-04 audit (27 forms done), rollout owned by Mark (manual in Dev); programmatic insights_injector retired |
| forms/insights-rollout-plan.md | Insights rollout completion plan & tracker — launch-route decides the method (Category A copy-paste vs B data-push vs C skip), per-form worklist, Recipe A/B steps, sequence + Mark/Peter coordination |
| forms/insights-route-loader-map.md | Insights route→loader map (VERIFIED in Dev) — three population patterns (loader-route / inherited / self-trigger); RWO sub-tasks inherit insights → display-only (self-loader duplicates); loader inventory; per-form recipe + build steps; UvHWS v9 Active |
Workflows¶
| Page | Summary |
|---|---|
| workflows/how-to-create-a-workflow.md | Creating a new workflow — start events, steps, gateways, parameters |
| workflows/how-to-edit-a-workflow.md | Editing a workflow step — properties, validation, testing |
| workflows/fix-errors.md | Fixing workflow errors — error log query, retry, quarantined tasks |
| workflows/multi-form-workflows.md | Multi-form workflows — Client Visit structure, sub-forms, message events, Identify tab |
SQL¶
| Page | Summary |
|---|---|
| sql/cheat-sheet.md | Key SQL queries — task XML, workflow triggers, staging tables, CRM contact lookup |
Deployment¶
| Page | Summary |
|---|---|
| deployment/dev-to-live.md | Dev → Test → Live deployment — version comments, permissions, Form Creation Control Document |
| platform/management-studio-api.md | Management Studio REST API + diagnostic tools — export/import (ms_import.py), workflow-instance viewer (ms_workflow_errors.py), user/account/property diagnostic (ms_user_info.py — Users API, no literal "Work Team" property), read-only SQL runner (ms_sql.py via run_as_sql_admin.ps1), Halo ticket fetch (halo_ticket.py Playwright) + .eml intake (extract_ticket.py) |
Sessions & Training Knowledge¶
| Page | Summary |
|---|---|
| sessions/gotchas-and-tips.md | Critical gotchas from training sessions — condition value bug, multi-line scripts, formula tips, deployment version conflicts |
| sessions/naming-conventions.md | Form item naming conventions — QL_/CRM_/SBE_/z_ prefixes, PascalCase rules, caption vs name |
IT & Infrastructure¶
| Page | Summary |
|---|---|
| it/restart-services.md | Restarting Versaa services via the installer — service order, server paths |
| it/environments.md | All environment URLs, ports, DB names, AD groups, mobile app config |
| it/daily-operations.md | Daily check procedure, SSRS reports, common workflow errors table, quarantined tasks |
| it/appointment-polling.md | How appointment polling works, hpm1stoa table, troubleshooting orders not appearing on device |
| it/username-case-sensitivity.md | Aareon defect (ticket 20472): username case-variance creates duplicate accounts (Windows sends LINCOLNSHIREHP\, Android sends lincolnshirehp\) → jobs not showing + completed forms lost; 118 dup accounts across 107 users; diagnosis SQL, workaround, Aareon fix |
| it/appointments-ql-parameters.md | All QL appointments parameters — HPM Main, HSG (1ST_TOUCH_APP), Screen Layouts, Trade Codes, DLO Operatives, Filters |
Contractor Portal¶
| Page | Summary |
|---|---|
| contractor-portal/user-guide.md | Full user guide — logging in, managing orders, appointments, invoicing (single + multi-order), credit notes, bulk order completions, CSV export |
Asbestos Survey¶
| Page | Summary |
|---|---|
| asbestos/overview.md | Full Asbestos Survey ecosystem — forms, workflows, variables, data loading pattern, component filtering, common issues & gotchas |
Self Serve (MyLHP App & Portal)¶
| Page | Summary |
|---|---|
| self-serve/repairs-workflow.md | SS repairs workflows — May 2026 bug fixes (RepairCardTitle, next appointment label, duplicate rows), key QL tables, deduplication pattern |
| self-serve/myLHP-app.md | MyLHP app & portal testing guide — Person ID setup, session cache clearing, void clients, overnight deployment, QL DB names |
Freshdesk KB Reference¶
| Page | Summary |
|---|---|
| freshdesk-kb/index.md | Index of 57 Aareon UK Freshdesk KB article URLs, organized by topic — article bodies require Freshdesk auth to read |
Wiki Maintenance Notes¶
- Log: all ingestion and major changes are recorded in log.md
- Sources: raw source documents live in
Guides/,Teams_Sessions/,Versaa_IT_DMC_md/,Versaa_One_Note_md/,Freshdesk_KB_md/— treat them as read-only - Page format: YAML frontmatter (
sources,date_ingested,tags) + body +## Relatedlinks - Lint: periodically check for orphan pages (no inbound links), stale claims, missing cross-references