Completed

Converting an index in Microsoft word to an Electronic Index/checklist in Python

My business currently uses a checklist for case work which has been created in Microsoft word and is currently completed in Microsoft word. I would like to move away from case workers completing the index in word version.

As a brief overview I envisage the following:

Coding of the program:

The program will be written in Python as this is my background and will allow me easily integrate the program with other software we use at a later date.

I would prefer the GUI to use PYQT however I am flexible with any other Python GUI Library

Presentation:

I have attached a few images of examples how the set up should look.

General functionality:

The index is currently in a Microsoft Word document consisting of tables. I have attached images as examples of the index.

The instructed programmer will get a copy of the index in full.

The index consists of Title Sections, Sections and sub sections. The index has been set up to easily identify the different types of sections.

The index needs the ability to label certain sections a N/A

The index needs the ability to label certain rows within each section as N/A

The index needs the ability to label certain rows within each section with a custom comment if needed

Ability for the Partner to state that a certain row is too late for completion

Case workers will need to be able to sign each row off as Completed with the date it is completed

The program will need to be able to save a Title Section to a specific case. Cases are in a SQL database and I already have the code to integrate this. Unfortunately, I cannot provide access to the Case Database for GDPR issues.

The saved Title Section needs to be accessible later to be updated by case workers as necessary.

There will also need the function to filter the table by Items Completed, drafted, N/A, outstanding.

Other functionality

The index will need to update itself daily from the Microsoft Word document with the functionality for the Admin, Partner or Manager to force an update if necessary

There will also need to be security levels between case workers – Admin, Partner, Manager, Case Worker and Assistant.

The Partner’s security will need the option to hide all cells below a certain point on an index section.

GUI Will be expanded in the future for other uses. Need spare pages.

Option to save the Title section as a PDF for electronic signing when completed

Ability to print sections

An Audit trail for each case index to see who did what when

I am also open to other suggestions you have on the project.

Skills: Python, Software Architecture, SQL

About the Client:
( 0 reviews ) Corby, United Kingdom

Project ID: #34737665

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