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Status Future consideration
Categories Social Program Management Platform
Created by Nick Cronshaw
Created on Mar 15, 2022

RELATED IDEAS

Enhanced Print for SPM and Child Welfare

The use-case… Extracting data, person, case, plans, notes, visits, relationship, evidence and related cases etc for the purpose of disclosure to first nations orgs, legal entities, point-in-time arching and more.

The feature… Something aligned to the way print works for outcome management, whereby a user can select print and receive a list of available areas to include. The system would then perform the print, likely in the background, and notify once a PDF has been generated. Perhaps the PDF could be assigned to a person or case as an attachment.

The abililty to have configuration or extension to this feature is key also. This would enable customers to use this feature as the base and include additional data items and configure some aspects of the PDF generated such as logos etc.

Customer Name Saskatchewan - Ministry of Social Services, Alberta ACS - Alberta Children's Services, Ontario - Minstry Children Youth Svcs, Workers' Compensation Board of British Columbia
Persona Based Summary

See above explanation
Market Segment Eligibility & Entitlement
Type of Request Customer Requirement
Market Opportunity

This type of feature is regularly needed in GTM demos
Usage frequency + #/type of users impacted

In Saskatchewan and all Child Welfare deployments this feature will be used very regularly for the purpose of legal disclosure, sharing records with the First Nation communities
CURAM:Workarounds + Proposed Solution

Customers are typically performing screen prints, SPM feature prints and consolidating into a single report manually before sending to target. This process can take several days (as reported by Alberta)
  • Attach files
  • Guest
    Reply
    |     May 12, 2022

    Hi Nick,

    We have reviewed your enhancement suggestion.

    Based on the information provided, our understanding of your request is as follows:

    • You are requesting product support for the retrieval of case and client data (e.g. plans, notes, visits, relationships, evidence, and related cases) so that caseworkers can select the data they wish to include in a printed document.

    The theme is aligned with our current strategy for our product to make data more accessible and we have accepted your suggestion as a consideration for a future release.

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    Regards,
    Sheryl Brenton, SPM Product Management Team

  • Guest
    Reply
    |     May 12, 2022

    Hi Nick,

    Thank you for providing the additional information requested.

    Regards,
    Sheryl Brenton, SPM Product Management team

  • Nick Cronshaw
    Reply
    |     May 5, 2022

    Comment on the name. Case Print is fine, but to be clear it would have to include personal data also, ie, the Personal Data Case (PDC).

  • KIERAN HIPPSLEY
    Reply
    |     May 5, 2022

    This would be a very useful feature for Child Welfare agencies who also need to prepare 'case packets', for example to share with courts as part of the related legal actions.

  • Guest
    Reply
    |     Mar 23, 2022

    Hi Nick,

    We have reviewed your enhancement suggestion and require more information to properly understand the issue and the business scenario you are trying to support.

    You referenced two customers on this request for enhancement. Can you provide us with the names of any customers that you are aware of that also currently have this requirement.

    Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe, we will have to close the request due to insufficient information.

    Thank you,
    Sheryl Brenton, SPM Product Management team

  • Guest
    Reply
    |     Mar 22, 2022

    Hi Nick,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,
    Sheryl Brenton, SPM Product Management team

  • Podge Kearney
    Reply
    |     Mar 15, 2022

    This has been called "Case Print" where I have seen it before.