Project Room

When the implementation project begins, Haplo will create a Project Room to help us work together.

Haplo will create a user account for the key contact at your institution. They will be able to invite other members of the institution to access the project room via Manage Users on the right of the homepage. Only selected users have permission to invite and manage other users of the project room.

Sending files

The Project Room is used to send us files securely. From the home page, click the Send data file… button, upload the file, and click Save.

Please do not send files by email.


All documentation, specifications and requirements will be uploaded to the Project room. Click All documents on the left to view the document library, then the project name on the left to see documentation for a specific project.

Form builder

Most of your processes will ask users to complete forms.

We’ll set up the forms you need in the Project Room, and then you’ll use the Form Builder in the Project Room to create and edit your forms. Select the relevant project on the left, then a configuration option to view the forms for that function.

After you have edited the forms, Haplo will transfer them to your test or live applications after a quick technical check.

Accessing test environments

During the implementation process, we’ll provide one or more test environments for your testing. When these are available, you’ll be able to log in via the Project Room.

Click Test applications… on the home page, click on the application, then click the Login… button.

After your application has been deployed, your test environment will continue to be available in the Project Room.