Welcome to post 2 of our in depth look at the new CiviCase extension!
Welcome to post 2 of our in depth look at the new CiviCase extension!
Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.
CiviCoop have produced a wonderful extension, Documenten, which provides some great new features for adding attachments to Case Activities and storing them in a user-friendly way (a Documents tab on the Contact record), as well as the ability to update files with newer versions of the file. Some of the extensions features were only functioning when Cases and Activities were being created through the Webform CiviCRM feature.
MEAA are a union organisation in Australia with a very wide brief including both union activism and membership drives, as well as legal services to its members.
They use Cases extensively and we were keen to deliver some improvements to 'inbound email' so that they could include the case id in the subject, and have the email added to the relevant case.
With a clear roadmap towards improved CiviCRM experience, Agiliway team keeps aligning CiviCRM software capabilities with an end-user working environment. The newly released CiviCalendar extension is our most recent solution and an absolutely necessary stop. From now on CiviCRM users can easily visualize their daily, weekly and monthly activities within CiviCRM.
My name is Lisa Taliano and I’m a Senior IT Manager for the National Urban League, one of the oldest civil rights organizations in the US, founded in 1910.
Sponsored By -
A little background.
Established in 1972, we are a non-profit human services organization that serves many diverse populations in the Greater Pittsburgh area.
A large part of our focus is on homeless services, but we also do some mental and physical health programming, early childhood development, community integration and host a large food pantry near the University of Pittsburgh campus.
CiviCase is a case-management system for tracking multistep interactions with constituents -- such as social support services, constituent services, and applications for employment. The CiviCase toolset enables organizations to provide a more consistent quality-of-service to their constituents by setting out a base timeline for the services to provide to each constituent. This is a powerful tool that can be adapted to a variety of organizations and requirements.
If you don't know about the email processor, briefly it's a way to file emails into CiviCRM as activities, and less briefly, see http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration (about half way down).
I've been doing some fiddling with drag and drop and, in particular for CiviCase, it would simplify the process of getting the emails into CiviCRM. It also removes the need, if you're using the IMAP method, for storing everyone's individual email passwords in the CiviCRM admin page settings. And it would work with attachments.
CiviCase is generally described as "a container for activities". As a container, it's well-suited to two scenarios:
We learned that there was a need to develop a CiviCRM local community in Mexico, based on enlarging the demand (Civil Society Organizations that valued the system could pay for and use CiviCRM), the offer (IT providers and web-designers that could offer their knowledge, skills and services to these organizations at reasonable prices) and the links to the international CiviCRM community (understanding the steps towards expanding the outreach of the software and make its installation and usage more friendly in IT-scare contexts).
We want to propose a Make It Happen for a CiviCase configuration UI (see forum post http://forum.civicrm.org/index.php/topic,25791.15.html).
The current road to setting up a new Case Type involves creating an XML file, setting up Activity Types and Relationship Types, and making sure they are all spelled correctly and consistently throughout the process. Although it works fine it is quite cumbersome. It would be nicer to have a User Interface to deal with it.
Just created a quick ERD for CiviCase, and shared it on this page http://wiki.civicrm.org/confluence/display/CRMDOC42/CiviCRM+ERD+3.3.
It is version 3.3, so not the latest and greatest. But I am sure I will have to check the same ERD for version 4 at a near point in the future and update the ERD too. And I do not think there are major differences in the data model......
I have also attached the ERD to this blog post.
So as every consultant, there is a bit of new projects, maintenance, stuff you do for free for the community, new ideas, meetings, pre-sales, funky developments & the dreaded admin part (invoicing/timesheet).
Two weeks already since civicon, the dust has settled and Amy Dobbs and the team at skillmatters have filmed and uploaded the sessions.
One of the items we didn't get to at the code sprint was a quicksearch by id that bypasses search results pages and takes you directly to the page in question, e.g. a case id or a contribution/invoice id.
I ended up just coding a drupal block that was client-specific that just searches for case id but that some people might find useful. You can find it at http://svn.civicrm.org/php/trunk/drupal/modules/physicianhealthbc/physicianhealthbc.module and just look at the last 4 functions in that file.
On a system with roughly 25,000 activities, running on a dedicated server, the case dashboard would take over a minute to load. Other orgs have reported similar problems, and in at least two cases the consultants simply removed the upcoming/recent sections from the dashboard since it was just too slow.
Taking for example the upcoming section, on the server above the query would take about 26 seconds. With some optimization, it now takes less than 1 second.
We had a good discussion that came up because we were discussing a change being made to lower the barriers that currently exist for evaluators of CiviCase. We thought it would be good to write down some things:
Given that there's an upcoming code sprint in the UK where rumor has it there will be some work done to improve CiviCase, I thought I would put my wishlist out there and get the community's response. I'm a pretty frequent and detailed user of CiviCase, and although the majority of our actual service delivery is interactive, either on the phone or in person, we send and receive a lot of email correspondence, some of which ends up being relevant to one or more cases. So one category of improvements I'd like to see involve the email processor and its functions.
I have been leveraging the CiviCase component of CiviCRM to help a crisis response organization transition to a paperless process. I was originally tasked with "fixing" a Microsoft implementation of a custom web application written in VBScript and MS SQL Server but after fighting with the former developers horrible code I finally decided to migrate the system over to an open source LAMP implementation leveraging J! 1.5 and CiviCRM 3.1.
CiviCRM is a really nice product for the developer in me because it allows you to create the exact solution as requested by a customer. I have been learning the ins and outs of the system the best I can over the past three weeks so when my customer requested the ability to click a button on the main navigation to see pending and active cases I figured it would be easy.
Many non-profits live and die by the grant money that they are able to bring in. CiviCRM can currently track incoming grant applications through CiviGrant, but there is no way to track outgoing grants applications.
This functionality has been requested by users of CiviGrant in the past, but the project never moved forward. The organization that I work with is very interested in tracking our grant application workflow, which in turn makes me very interested in implementing this functionality.
De Goede Woning is the first Dutch housing corporation to start using CiviCRM, and they are in the middle of their implementation process, expecting to go live in March 2011. One of their main loves in CiviCRM is the functionality of CiviCase, which they will use quite extensively for the following processes: