28 January, 2016
Filed under CiviCase, CiviCon

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.

It is dedicated to empowering African Americans and other underserved urban communities to secure economic self-reliance, equality, power and justice by providing human services in education, employment, housing, and healthcare.  NUL operates 25 national programs through their local affiliates network, re-granting 25 million dollars annually to 95 affiliates in 36 states across the country. 

I was hired by NUL 3 years ago to help them develop an online program management system. When I came on board, they were running their programs (tracking eligibility, enrollment, activities, and outcomes data) using a huge array of paper forms and excel spreadsheets. After reviewing the different program and...

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24 September, 2015
Filed under CiviCase, v4.6, v4.5, CiviCRM

Sponsored By -

case


 

We are happy to announce that we have introduced CiviCase functionality in Outlook For CiviCRM, wherein a user would be able to file an email as case activity against CiviCase.

 

Features:

  1. New OutlookForCiviCRM setting added “prompt for case”. When enabled, civicase functionality becomes accessible to user.
  2. ...
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10 October, 2014
By pmoz
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. 

Because of our disparate clientele and locations, we have been using multiple Access databases to track participant information.  For many years we wanted to move it online so staff in people's homes, could enter updates from the field.  However, the cost to implement was prohibitive to say the least.

Our Drupal and CiviCRM experience

When we rebuilt our website using Drupal, I stumbled upon CiviCRM as an alternate to Constant Contact.  For two years, we have used Civi on the backend of our site to register for events, make online contributions and send out bulk...

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14 April, 2014
By totten

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. Unfortunately, the initial configuration process for CiviCase currently requires some technical skill -- the site administrator must prepare an XML file, copy the file to server, test, and repeat until the XML file is just right. Thanks to the support of the National Democratic Institute, that's going to change -- we're going to make it easier for site administrators to setup CiviCase without requiring deep technical skills.

The...

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14 February, 2014
By Dave D
Filed under CiviCase

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... (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.

One possibly big drawback is it would only work in native email programs, like Outlook, Thunderbird, etc. It will NOT work when viewing your email via webmail/browser, but I think there's a big enough pool of people and organizations who use native email programs that this could be worth it.

Currently for CiviCase...

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10 February, 2014
By totten
Filed under CiviCase, CiviHR, Architecture

(This post is a follow-up to previous discussions about developing recruitment functionality for CiviHR. More information can be found in the first, second, and third blog posts well as the requirements wiki.)

We've recently had some great discussions about translating CiviHR's businss requirements for recruitment into a design with specific visuals and data models. Three concepts have been central to the discusion:

  • Job Vacancies are openings for new employees (or interns, contractors, or other selective positions).
  • Job Applications are...
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20 December, 2013
By lcdweb
Approximately two years ago, the New York City Public Advocate (NYCPA) began the process of implementing CiviCRM as their constituent case tracking solution. Working with New York City-based Rayogram, Albany-based Lighthouse Consulting & Design, and influenced in part by the New York Senate’s implementation, the office undertook the process of migrating data from a legacy system and configuring the required functionality in CiviCRM.
 
The result is the basis for all communication tracking with constituents -- the people of New York City.
 
Providing flexible, efficient, yet powerful tools for managing interaction with organization constituents is at the heart of the CiviCRM application. This intent is visibly realized in the work of the Public Advocate’s...
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01 December, 2013
By totten
Filed under CiviCase, API, Extensions

CiviCase is generally described as "a container for activities". As a container, it's well-suited to two scenarios:

  • The activities in the case are identified and scheduled on an adhoc basis -- there's always a person (a case manager) making the decision about when to schedule the activities.
  • The activities are performed according to a fixed timeline based on a reference date -- e.g. the first meeting is scheduled 3 days after the case opens; the next meeting is 14 days after; etc.

However, a container of activities can be useful in other scenarios -- for example, consider the case of hiring a volunteer to work in the children's art program:

  • The director of the children's art program needs to meet with the volunteer to determine whether she has the proper skills and experience in art.
  • The HR manager needs to obtain consent and details from the volunteer for running a background check...
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15 August, 2013

WORKING TOWARDS DEVELOPING A CIVICRM COMMUNITY IN MEXICO

Mónica Tapia-Alvarez and Isobel Platts-Dunn

Alternativas y Capacidades

Background

In 2009, with Common Cause International technical assistance and while developing a new citizen advocacy model for educational reform, we assessed the importance of IT solutions for managing members, petitions and donations from a large number of citizens. The IT solutions that US-based organizations used were discarded because their license was extremely expensive for Latin American organizations (Convio annual license cost is around US$50,000) and had in-built US representatives and media that was useless for Latin American contexts.

Through searching for different tools (a search suggested by...

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20 March, 2013
Filed under CiviCase

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.

We are currently looking at what should be involved and we come up with the following list:

  1. create draft overall design - 4hrs
  2. create class for XML configuration - 16 hrs
  3. create UI Case Type - 4 hrs
  4. create UI Activity Types - 8 hrs
  5. create UI Relationship Types - 8 hrs
  6. create UI Activity Sets (timelines) - 16 hrs
  7. technical test and issue fixing - 8 hrs...
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