Közzétéve
2008-05-29 10:37
Here's a description I first wrote a few months ago when I was tossing back and forth ideas to build this kind of system in a different context. I've adapted it a bit to suit the current terminology. I originally posted it in the forum, which is where I'd invite you to put your comments.
A case management system is basically a big table of activities, which come from various sources. The sources might include:
- humans entering them into a web form
- another system spitting out an event stream, which is then parsed, filtered and stored
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Comments
Hi andrew - have you given any thought as to how one might associate a milestone with a 'role' rather than a 'person' or an 'organisation'? I raise this because I can see several benefits from being able to associate information with a 'position' rather than with the 'individual' who holds that position at any one particular time. To this end I am trying to stimulate some debate around the notion of their being a new 'contact type' that is a 'role/position/office' - examples of these might be Principal of a School, Mayor of a City, Manager of a project - in all cases the information/data needs to be associated with the role, and persist with that role whenever the person in that role changes. You can see my wiki on the idea here http://wiki.civicrm.org/confluence/display/CRM/New+contact+type+for+Position+or+Office (will duplicate this on the forum post too)