Customer Interaction / Interview Tracking Application in Access

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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






Marital Status




Family Status




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




10. Assigned Consular Name Name Textbox

11. Date Referred To HOP Calendar Range Selection 2012 – 2015

12. Type Of Counseling Session Dropdown Box Selections


Social Services

Ongoing Mobility


Post Move Mobility Counseling

13. Type Of Contact Dropdown Selections


Home Visit

Office Visit




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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