Feature Sheet

Detailed Contact Tracking

• Follow-up tracking system
• Automatically generated Time Logs, with the ability for administrators to perform manual error correction to help prevent statistical anomalies in reporting
• The ability to pause and resume a request, or to close and re-open a request
• Features to encourage client privacy, including reminders to clear private client data upon request completion
• Detailed traceability of which users worked with a given request and when
• Predefined "Quick List" searches to locate requests, as well as a custom search form for more detailed searches
• Option to create Client Profiles to track a client's needs across multiple requests

Highly Customizable Surveys

• Single or multi-part questions
• Configure predefined or custom answers options for questions, including radio buttons, checkboxes, drop-down lists, multi-select lists, large and small text fields
• Required and optional items
• Easy one-click re-ordering of questions, question parts, and answer options
• Ability to inactivate an entire survey or just one part
• Ability to set which agencies can access a given survey
• Ability to fill out multiple surveys per request
• Ability to provide the user with custom help pop-outs for each part of the question

Resource Tracking

• The ability to easily identify and link to specific resources used to assist the client
• Interoperability with CIOC Online Resources Software allows the user to identify community resources given to the client while performing a search or reviewing a record details page
• Open, published protocol for configuring 3rd party systems to interact with the system
• The ability to configure and track additional generic resources such as print publications, search engines, and websites

Security

• Three user security types allow for delegation of tasks to appropriate level
• Users passwords must conform to a basic level of password sophistication; User password data is stored in the system as an unreadable MD5 hash
• All password-related changes require current password verification
• Concurrent logins are not allowed
• User logins exist as session cookies which are not stored to disk by most web browsers
• Only one user can modify a given request at a time
• Interaction with 3rd party systems (such as the CIOC Community Information software) uses a unique login identifier for each user that is regenerated with each login, and only allows operations on a request that the user is currently editing
• System-wide checks to confirm that each member can only access and modify their own data
• Supports HTTP Strict Transport Security (HSTS)

Multi-lingual Capacity

• Software is designed to fully support operation in many languages (translations work may be required for additional languages)
• English and French languages will be available with initial installation (Some French translations pending)
• Each user configures their preferred language from within their profile

Themes

• Ability to install custom "Themes" (stylesheets) for highly customizable design and layout control (4 pre-installed Themes are configured into the software by default)
• Each user can select their own preferred Theme from available choices

Built-in Help System

• Software help system allows the user to view software help for each page.

Reporting

• Total # of Requests for a given date range, agency, and/or user
• Average time per Request for a given date range, agency, and/or user
• Total # of each Survey filled out for a given date range, agency, and/or user
• Total # of resources given by type of Resource for a given date range, agency, and/or user
• Survey response summaries for a given date range, agency, survey, and/or question
• Ability to report on textual survey responses (most common answers or full reports)
• Summary report # of individual Resource Items selected for a given Resource Type, by date range and/or agency
• Survey search and report: retrieve a list of Requests based on their response (or lack of response) to specific surveys or questions; can limit to a specific date range, agency, and/or survey response, as well as enter multiple criteria in a single search
• Add survey questions and responses into reporting groups, allowing you to report across multiple surveys with similar questions.