[HIFIS3 LIST] Hifis ACER #: 01774 Outgoing Calls And Visits >>> Created
- From: <henry.dagher@xxxxxxxxxxxxxxxxx>
- To: <henry.dagher@xxxxxxxxxxxxxxxxx>, <shelteral@xxxxxxxxxxxxxxxxx>, <hifis-sisa@xxxxxxxxxxxxxxxxx>, <henryd@xxxxxxxxxxxxxxxxx>, <hifis3@xxxxxxxxxxxxx>
- Date: Tue, 3 Mar 2009 11:56:00 -0500
Category: Change Request / Operations / Calls&Visits
Originator: Mitchell, Al
Priority: Low
Issue:
I would like to explore more how we might use the Call/Visit log in conjunction
with the 3 and 6 month followups we will do for BC Housing. Have hit snag
though that while the Lookup Tables allows me to add several relevant
Call/Visit Types, neither thse nor the 4 exisiting selections show up in the
Call/Visit details screen - there is a text field for `Nature of Call/Visit' -
which could be useful, but where do those selections appear? If I could add a
wish-for here, I'd like to make a case for being able to call the
`Questionaire' set from the Call/Visit log as I'm sure a lot of places that
might use Call/Visits could find Calls & Visits combine with getting
questionaires done.
One particular reason I'd like to see either a link between the Calls/Visits or
maybe we have to try to have people record a call/Visit when we carry out
follow-up is that Questionaires are not listed on the `Client History' set of
tables, but `Calls/Visits' are, and I am thinking thr role of that `Client
History' should work out as Daryl argued for years ago with people checking
stuff there. They won't find out what happened in detail with any
questionaire, but if it is recorded as a `Call/Visit' and we can get the
pick-list problem above fixed, we can know it happened. I also favor using the
memo field at Call/Visit for any general notes the person needs to make that
are extra to the particular questionaire filled out.
Biggie: on the Call/Visit details, I think it could be really useful to have a
field that simply notes (Y/N) that further followup is required. Might not
hurt to be able to input a date for `Follow-up after', which then could give us
something to readily trigger further action, or reports etc. Daryl will work
us up the report tools to list who generally needs followup, but a field
letting the worker who has talked with the person set up something particular
for the future, along with any notes someone doing that followup might need
would be a big help here I'm thinking.
Further to this, I have made the discovery CallS&Visits does not either
`Inactive' nor `Barred' clients. This may, at least in respect of barred
people, affect how we do followup (barred from shelter won't preclude
follow-up).
If we track follow-up through Goods & Services we CAN add to the records for a
barred person - but problem will remain of the Goods & Services part becoming
quite `busy'. We still have to enter BOTH a `good' and a `Service' at the same
time for any entry to get saved, which is going to create a lot of superfluous
stuff to be able to save the points of service we need.
Solution:
< le texte Français suit - French text below >
Thank you for your feedback on the HIFIS software. We have added your
issue/request to our list of Application Change or Enhancement Requests
(ACERS). We are addressing your issue/request in sequence. Please note the ACER
number for future reference. Everytime your ACER is modified, you will be
automatically notified.
We ask for your patience in addressing your ACER as we move through this
transition and tackle a considerable number of issues and requests with
limited resources. We are currently working on recruiting and training
additional staff to address the backlog.
The HIFIS Team appreciates your patience in this matter.
Merci pour votre contribution au sujet du logiciel du SISA. Nous avons ajouté
votre problème/demande à notre liste d'ACERs (Changements à l'application ou
demandes d'amélioration). Nous allons traiter votre problème/demande en
séquence. Veuillez s'il vous plaît noter le numéro de votre ACER pour toute
référence. Quand votre ACER sera modifié, vous serez avisé automatiquement.
Nous vous demandons d'être patients en ce qui concerne votre ACER pendant que
nous traversons cette période de transition et que nous faisons face à un
nombre considérable de problèmes et demandes avec nos ressources limitées. Nous
sommes présentement en train de recruter et former du personnel additionnel
pour s'adresser à l'accumulation des demandes.
L'équipe du SISA apprécie énormément votre patience.
Status: Created
Assigned to:
Other related posts:
