29 July, 2010
By lcdweb
Filed under CiviCase

I've been working through case configuration with a few clients over the last several months and have run into a few areas where I think the functionality could be improved. The core team asked that I outline it for the community to see if other groups experience similar workflows and would benefit from these changes.

The issue mostly revolves around case roles and case resources. Following the conventions outlined in the online documentation, I generally present case roles as individuals *directly* involved in case resolution. Most of the time this will be staff who have access to CiviCRM and will be actively tracking and adding information to the case record. In contrast, case resources are people (or perhaps organizations) that are *indirectly* involved in case resolution. For example, they may be outside agencies, local government, or other organizations who are contacted and brought into the circle to assist with the issues. They do not have access to CiviCRM, so the...

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26 April, 2010
By mbriney

The following notes were gathered from the CiviCon session on what the community would like to see in CiviCRM 4.0:

* Goals
* No new features
* Framework switch
* Not as major a rewrite as it looks
* Don't want to change many of the private APIs
* Want to switch away from pear
* Test unit coverage
* Better API hooks
* What users would like to see
* Continuous Integration
* Hudson - as you submit code runs through suite of unit tests to see what's broken
* Better decoupling
* Drupal Forms API
* * Better integration with Drupal DB layer
* Scale better
* Drush installation of managed hosting CRM
* Support Aegir usage
* * Better plugin architecture
* Payment processors
* Custom searches
* Custom reports...

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17 April, 2009
Filed under CiviCase, v2.3, v2.2, CiviCRM
Several members of our core team just got back from a 3 day CiviCase meetup in beautiful Vancouver, Canada - hosted by Physician Health Program - BC (PHP-BC). Our main goals were:
  • Get face-to-face feedback from PHP staff who are using CiviCase about what's working and what needs improvement in the existing implementation.
  • Do some code sprints to get some quick wins for implementation within the current release cycle (2.2.3)
  • Review the list of candidate features for Phase 2 in order to get a better understanding of the requirements, and discuss a range of implementation "solutions".
  • Prioritize the Phase 2 list and come up with a scope of work and specifications for the 2.3 release.
The PHP-BC staff did a fantastic job of welcoming us, arranging logistics for housing and meeting space, and keeping us well fed (they hosted several incredible lunches and dinners)! We built an agenda that allowed... Read more
12 March, 2009
Filed under CiviCase, v2.2, CiviCRM, Drupal, Joomla
After more than 5 months of design, development and QA - the team is thrilled to announce the release of CiviCRM 2.2 Stable. You can download the release AND / OR try it out on our public demo site. 2.2 features a number of exciting new features, including... Read more
05 March, 2009

The fourth BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields, cool new hooks for developers, and more - is now available for

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26 February, 2009
Filed under CiviCase, v2.2, CiviCRM, Drupal, Joomla

The third BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields, cool new hooks for developers, and more - is now available for

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09 February, 2009
Filed under CiviCase

I was doing some other reading this week, and stumbled across this definition of case management:

The National Association of Social Workers Standards for Social Work Case Management (1995)defines case management as

… a method of providing services whereby the [professional] assesses
the needs of the client and the client's family … and arranges,
coordinates, monitors, evaluates, and advocates for a package of
multiple services to meet the specific client's complex needs. These
standards also emphasize interventions at micro-, mezzo- and
macro-levels, that is, the case manager should be acting to achieve
goals for the individual client, creating linkages with the resource
systems and improving the nature of those systems, as well as
influencing social policies which impact delivery systems.
(National Association of Social Workers Standards for Social Work
Case Management, 1995...

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29 January, 2009

Introduction to CiviCase

Claire Sauve from Physician Health Program will be joining me in presenting an introduction to our new CiviCase component. The session will be an online web conference with phone dial-in, so participants can discuss interests and questions. No pre-registration is required - but drop me an email if you're planning on attending - dave at civicrm dot org. When: Wednesday, February 4 at 11:00am PST Toll Free Dial-in (U.S. & Canada): 1-866-740-1260 International Dial-in: click here for listings Participant Access Code: 8467471 Web Conference URL: https://www1.callinfo.com/prt?host=readytalk&an=8667401260&ac=8467471
Depending on participant interest, topics will include:
  • CiviCase background concepts
  • Physician Health Program implementation...
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12 January, 2009

We are excited to announce that the initial Alpha release of 2.2 is now available for download, AND to try out on our sandbox site. This release includes several major new features:

  • CiviCase - case management component with configurable workflows (learn more...).
  • Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
  • Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
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09 December, 2008
Filed under CiviCase, v2.2, CiviCRM
Coding has been completed for the phase 1 features of CiviCase - our new case management component, and we're deep into a quality assurance cycle as I type this. (If you haven't been following the evolution of this project, you can check out earlier posts here.) One of the cool things about CiviCase is that it allows organizations to configure workflows for the different types of cases they handle. We're implementing these work-flows for "physicians' health" cases in collaboration with our sponsor for the project - Physician Health Program of British Columbia. I'd also like to include sample configurations for several other case management settings when we release CiviCase as part of v2.2. For example, workflows for organizations who provide housing assistance, or family services or .... In order... Read more