Client Record Keeping system
- Status Closed
- Budget $750 - $1500 AUD
- Total Bids 29
Please Read the requirements clearly and take your time to respond intelligently to the Project Scope, I would like you to outline how you see this project progression and how you aim to achieve the deliverables, outlining the technology you will use and how they will satisfy the objectives.
Delivery time is not of high importance as I would prefer to work with someone who has the time and patience to get this project correct, but please do indicate an estimate of time to complete the project.
We require to upgrade the capability of the current Database to improve the organisation’s client tracking and keeping capabilities. The system will be intuitive to use, include corporate branding imagery, identity and will have a large focus on current client keeping needs. We will use the current client database which will retain its structure and will be further developed using the new system.
There are multiple levels of access, depending on user access certain fields will be editable while others will remain greyed out.
A working prototype of the site can be found at: [url removed, login to view] . The functionality will need to fit into this website template.
Functionality and Project Deliverables
This project is to further develop the current system which includes the following;
? Login -
- User Login feature
? Homepage -
- From this page the user can:
- Search Records
- Create a new entry
? Record Search -
- This page allows the admin or mid ranged user to view created case files/notes
- User can search by a variety of fields
? Client Database PAST Case Page
- Ability to view Client page with fields filled in from past entries
- Depending on level of access the User can view or add/amend the existing entry
? Client Database NEW Case Page
- Client Database field entry view.
- Depending on level of access the User can enter new information and save their entry (confirmation of entry saved appears once the save button is pressed)
User level access and requirements:
Reception & SGP Access
Date of Arrival
Case worker (change to referrer) - open (not drop down)
Country of origin
Number of dependants
Date of registration
SGP Access Only
Date of visit
Nature of Enquiry (refer to management)
Last case worker
Source of income
Individual for each instance
Every record to include:
Case/progress notes (unlimited in characters)
3 levels of access
Reception (read only), SGP (individual logins), management (full)
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