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Customer Interaction / Interview Tracking Application in Access

This project received 15 bids from talented freelancers with an average bid price of $415 USD.

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Employer working
Skills Required
Project Budget
N/A
Total Bids
15
Project Description

HOP Mobility Counselor Data Capture Tracking System. This solution will track customer feedback sessions.

Can you provide some examples of your similar work?

It will support 10 remote agents.
Require basic report triggered by the selection of " Frail Elderly "
10 named user access
Will be hosted off premise


Application Content Number
Object Type and Appearance Questions and Comments
1. Applicant Name Text Box First/ Last/ MI
Dropdown Select / Mr. Ms. Etc
2. Demographic Information Age Select Box

Gender
Male
Female

Race
Ethnicity

Marital Status

Married
Divorced
Single

Family Status

Retired
Disabled
Elderly
Can you provide more descriptions or classifications of race and ethnicity categories?












Are date ranges and/ or birthdates required to classify or quantify Elderly as a selection?
3. Contact Information Main Header / Label
4. Current Address Address Box / City/Sate/ZIP
5. Home Phone ### ### ####
6. Cell Phone ### ### ####
7. Work Phone ### ### ####
8. Damaged Property Address Address Box / City / Sate / ZIP
9. Property Address Location Description Dropdown Selection Choices

Primary
Secondary
Tertiary
10. Assigned Consular Name Name Textbox
11. Date Referred To HOP Calendar Range Selection 2012 – 2015







12. Type Of Counseling Session Dropdown Box Selections

Introductory
Social Services
Ongoing Mobility
Closing
Post Move Mobility Counseling




13. Type Of Contact Dropdown Selections

Phone

Home Visit

Office Visit

Mail

E-Mail

FAX

Added Office Visit and Fax Contact. Is this needed?
14. Length of Session Dropdown Selections In 30 Minute Increments

0.5 Hrs
1.0 Hrs
1.5 Hrs
2.0 Hrs
2.5 Hrs
3.0 Hrs
3.5 Hrs
4.0 Hrs
4.5 Hrs
5.0 Hrs
5.5 Hrs
6.0 Hrs
6.5 Hrs
7.0 Hrs
7.5 Hrs
8.0 Hrs
Max At 8.5 Hrs Is this range acceptable?
15. Date Of Session Calendar Selection
16. Case Notes From Session Comment Box How many text lines are required?
17. Consular Follow Up Action Comment Box How many text lines are required?
18. Application Program Tier Dropdown Box

Tier 1 = 5-10 pts
Tier 2 = 10-25 pts
Tier 3 = 30+pts




19. HOP Relocation Assessment Date Calendar Selection
20. Assigned Realtor Name Only
21. Referrals To Other Services Comment Box How many text lines are required?
22. Applicant Decision
Opt In Or Out Dropdown Box

Opt In
Opt Out
23. Reason For Opting Out Comment Box How many text lines are required?
24. Ownership Counseling Date Calendar Selection
25. Closing Date Calendar Selection
26. Move In Date Calendar Selection
27. Survey Date Calendar Selection
28. Details Of Counselor’s Accomplishments Comment Box How many text lines are required?

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