Feedback/Ideas Forum
372 results found
-
Editing Documents
There needs to be a way to prevent individuals from editing someone else documents. Example: If I create a document, my supervisor should not be allowed to edit that document without me approving the changes since I was the one that created the document.
4 votes -
ability to delete multiple names in the relationship tab at one time.
ability to delete multiple names in the relationship tab at one time.
1 vote -
how to run a report of FCSW history for each resource home and time period for which a specific FCSW monitored the home
this report will help us pin point when a FCSW has left a case and it will inform us how long they serviced the resource home. Right now, there is no other feature like this. In order to find out which FCSW has carried a specific home, we need to do a placement history search and look at each minor, then go to the minor's case file to see how long the FCSW serviced the home before the home was reassigned to a new worker. This current process is tedious, time consuming and unproductive. These types of reports are needed…
3 votes -
Allow Email alerts to be repeated
Provide the option in Email Alerts to send the alert more than once. For instance, if an item is out for signature, send a reminder every two days... or if a Rejected item isn't corrected, a reminder is sent daily... etc. Sometimes only one email can get forgotten.
3 votes -
Cancel individual Signature
Can you make the signature cancel individual? I hate to request all 4+ signatures when the last one messed up or a foster parent signs in the client spot.
5 votes -
Having the new Allowance Log be accessed via the FFW so Foster Parents can see the auto-calculation.
Having the new Allowance Log be accessed via the FFW so Foster Parents can see the auto-calculation
3 votes -
Add Funding Org to the whole Organization not each individual Program
Should be able to add a Funding Organization that is available to all programs, not have to add the same Funding Organization to each program separately!
2 votes -
Create a Field code "data Pull" Test
Create a method to "test" custom form when field codes are input into custom form builders without having to save and back out of the tool.
3 votes -
Please add a print option to Staff Documents and a way to see as a report completed monthly.
Print option of Staff Documents
Add to excel document to check compliance1 vote -
Create integration with GA Score
Create an integration for customers to send data from eR to the GA Score system.
Potential data points to include:
* dates for children medical, dental, and educational/academic supports
* training dates for both staff and foster parents
* dates for Foster Parent and household members medicals (dates), immunizations (dates), and CPR/1st Aid training (dates)
* background checks (document and date), internet safety checks (document and date)
* documents needed for initial and re-evaluations1 vote -
On the pending referrals page
My idea is to make it so that the referrals page has options to add more variables such as the location and age of the client. That way you don't have to click on a client and look for their location because you would see it and it would make it easier to assign cases. Also it would be helpful if it could have a toggle option to change the list to alphabetical order so that clients can be found easier, or toggle by age (every variable available) :)
2 votes -
Foster Family Web
I'd like for foster families to have access to see the files that are shared with them in the Compliance Checklist on the FFW. Currently they can see the name of the activity/report and the expiration/completion date, but not the ability to see the actual document.
9 votes -
auto-populating custom form fields
Design autopopulating custom form fields (information guide field) that can either reflect data from another field on the same activity or create a number count that when data i entered autmoatically assignes and/or updates a number
4 votes -
1 vote
-
if an item due is completed early, can the next due date calculate from the date it was completed.
if an item due is completed early, can the next due date calculate from the date it was completed.
1 vote -
Email notifications for any documentation on Client's profile entered by someone other than primary caseworker
Receive notification if someone uploads, documents activity or any other item on your client.
Notification of your client file being discharged, similar to notification currently received if someone assigns you a new case.1 vote -
Email alert customizations for Foster Parents
Agencies should be able to customize email alerts for users of the FFW. We would like our foster parents to receive confirmation emails when they successfully submit a report or activity through their FFW. We would also like foster parents to receive email reminders about reports coming due.
5 votes -
Be consistent with date entry
It is nice to be able to enter dates as MM.DD but this is not always accepted and you have to click on the little tiny calendar and date. This gets time consuming. Specifically in the payment posting of check date and deposit date. Consistency is always a good thing.
1 vote -
Make the Checklist an actual Checklist
I'd like to be able to arrange the checklist on the family web page in the order that things need to be done. Not by group and not change the arrangement on the compliance page.
4 votes -
Auditor access Case Management Module
It would be great to have an auditor profile in the Case Management Module. Auditors should only have access to documents that they are requesting or need to see instead of all documents.
7 votes
- Don't see your idea?