[HIFIS3 LIST] Hifis ACER #: 01542 Client Visibility To Users >>> In Development

  • From: <henry.dagher@xxxxxxxxxxxxxxxxx>
  • To: <henry.dagher@xxxxxxxxxxxxxxxxx>, <jason@xxxxxxxxxxxx>, <hifis-sisa@xxxxxxxxxxxxxxxxx>, <henryd@xxxxxxxxxxxxxxxxx>, <hifis3@xxxxxxxxxxxxx>
  • Date: Thu, 26 Feb 2009 12:37:46 -0500

Category:  Change Request / Operations / Clients

Originator:  Abbott, Jason            

Priority:  High

Issue:
An option to filter what kind of client a user can see in the client lists 
(Reception, etc). For example, user Jim can only see "single males" because he 
works in a men's shelter. Because the combined database would have a lot of 
clients, we thought this would make working with the client lists more 
manageable (there are 46,000 clients in the aggregate right now!), and it would 
simply eliminate staff in a non-related shelter browsing around data that does 
not apply to their service sector. 

Solution:
Jason:
  Clientele Served:
        - if Male selected, hide females, show everone else
        - if Female selected, hide males, show everone else
        - otherwise, show all

  Serves Families:
        - checked, hide singles.
        - unchecked, hide non-singels

  MISSING: Option to serve both singles and families!

Based on these selections, the user would see a filtered view in Front Desk - 
Reception, and Front Desk - Clients.

Status:  In Development

Assigned to: Dagher, Henry            

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  • » [HIFIS3 LIST] Hifis ACER #: 01542 Client Visibility To Users >>> In Development - henry.dagher