Kategoriak: All - orientation - data - integration - policies

arabera Samara Lane 10 years ago

317

COPY - SAMARA'S Website Integration Tools & Resources ALHC

A company named ALHC has implemented the use of Galaxy Tab 3 devices for its field staff, powered by Sprint. They are enhancing their digital infrastructure by integrating various web tools and scripts for data management.

COPY - SAMARA'S Website Integration Tools & Resources ALHC

Alternatives to Caspio

Iron Speed *NO*

$237/month for 1 developer seat + Software upgrades when prepaying for 2 year subscriptions


Run applications built with Iron Speed Designer on any server. Full source code is provided. There are no run-time licenses or fees!

Sales Force *NO*

WAY TOO EXPENSIVE

Knack HQ *NO*

$150/Mth for Unlimited Users

Cannot self-host on our own server. Their cloud data hosting only.

Open API but NO bridge. We'd have to pay a developer to create a bridge + find & buy a sync manager

ZOHO Creator *MAYBE!*

$250/month ($10/user x 25)
+ $99/month for client Portal
= $349/month

Freely imports/exports in excel format

Extremely simple form creation

? > Will it allow us to Design forms using Noah's schematics?

? > Automated Sync Options?

? > Prefab Bridge?

TrackVia *MAYBE*

? > What is monthly pricing for 25 people + Unlimited Client access?

? > Single User Sign on $8/person? What's this for?

? > Are all data types capable of syncing with other apps via DropBox?

? > What sync manager do they recommend for auto-syncing data?

? > Will it allow us to Design forms using Noah's schematics?

? > Automated Sync Options?

? > Prefab Bridge?

ALHC Issued Galaxy Tab 3's for use by field-staff. Powered by Sprint

Get Jobber

ADD THESE LATER

LAUNCH WEB SITE + SITE INTEGRATION TOOLS

Tammy? ALHC's developer should write a script (a "CRON job")


1. Using Jobber's Wizard, users can manually trigger Client field & Property field data to import/export in CSV format.
2. Jobber uses an FTP, but it's not publicly available, which I understand disqualifies us for using Caspio's Data Hub.
3. To get our Jobber's Client & Property field data to refresh nightly, Broc suggests an ALHC's developer should write a script (a "CRON job").

Quoting Wizard

Caspio Bridge [Web Services IPA]
Casprio Database

Caspio Custom Trigger-Based Email

STEP 4b: Prospects emailed Welcome Letter with Links/Instruction necessary for accessing their account, etc. via our online Client Center

STEP 4a: OM's gMail Notification

Caspio DataHub Automated Sync

Caspio Server- Side (SEO) Deployment

Caspio facebook Apps

STEP 3: Prospect fills out a Quote Request via our Quoting Wizard

Synology DS 713+ Enterprise Capacity HDD 4TB x2 7200RPM SATA 6Gbps 128 MB Cache

Client Center

AKA: Client's Access our our Caspio Database - their records only

STEP 5: Prospects then have ongoing access to the Quoting Wizard via the Client Center & can use the Quoting Wizard to initiate a request for one-time or ongoing changes to their current work order. Submission of change request > triggers emailed alert to OM > OM's confirmation triggers emailed alert to Cleaner
Employee Center
Products/Supplies List categorized by where employee keeps it (apron, caddies, vacuum bag, etc.) & asterix (*) symbol next to all supplies that require turn-in after employee receives refill.

"Status" Drop-Down Menu for Each Supply

"Thanks! Office Received Old Supply"

"Refilled - OLD SUPPLY DUE x3"

"Refilled - OLD SUPPLY DUE x2"

"Refilled - OLD SUPPLY DUE x1"

"Please Refill x3"

"Please Refill x2"

"Please Refill x1"

"Issued x2"

"Issued x1"

"Not Issued" [default]

Next

"Issued 3"

"Issued 2"

"Issued 1"

"Issued x3"
Subt
Subtopic
designated employee computer station

Create designated employee computer station. Applicants, new hires, and other employees can use it anytime, without an office person having to sacrifice their computer.

Synology's Learning Center App

LEARNING MODUAL: SAFETY MANUAL

LEARNING MODUAL: EMPLOYEE MANUAL

Synology Searcheable PDFs

SAFETY MANUAL

EMPLOYEE MANUAL

Etcetera

Company Policies

Proceedures

Company Phylosoghy & Values

CaspioWeb Forms: HR/Other Requests/ Submissions

Employees

Tips & Tricks

Team Lead Checklist/Score Card

Client Feedback

Continued Learning

CSB & everything feedback/review related

Safety Manual

Employee Manual

Room Sizing Form

Supply Request Form link in employee center

Login Page

Employee logs in

Tab: list of all supply request submissions by that individual employee, organized first by date with most recent on top, and secondly alphabetized by supply name.

Tab: supply request form w/ amounts in drop down menu for each supply.

Manager logs in

Tab: search by employee name, employee email, date submitted, or product name.

Tab: lists each and every employee supply request submission, organized first by date w/ most recent on top, and secondly alphabetized by supply name (to easily fill multiple employee orders of same supply at once), and thirdly alphabetized by cleaner name.

Onboarding searchable database

FIELD TRAINING FORMS

Solo Training Graduation Requirements

1-on-1 Training Graduation Requirements

1-on-1 Training Ability & Readiness #2

1-on-1 Training Ability & Readiness

1-on-1 Training Score Card

1-on-1 Training Rooms Report Card

Floors

Dusting

Kitchen

Bathrooms

1-on-1 Training Daily Report Card

ORIENTATION: CULTURAL/POLICIES

Orientation Paperwork Forms

Office & Leadership Positions

Orientation Check list

Trainer Evaluation

Create video and/or reading material, then employee is quizzed on it to ensure understanding. Include everything from key rings, to requesting time off, to how to ensure you make rank, to hourly cleanings and priority lists, etc.

LEARNING TABLET

Still done in person if easiest, or create video of how to use tablet, then have employee show hiring manager in person what they learned, go over any questions.

TESTING

Take Quiz Form

Create online quiz that saves in their employee account. any answers they get wrong appear on final page, with note for them to go to hiring manager to discuss them further, before retesting only those answers.

AT HOME TRAINING

Hours Tracking Form

Caspio form that lets them notate their training hours, or give them instruction on filling out at home training hours on jobber from the start. Currently we wait until they’re done with at home training before teaching them how to use their tablet and jobber.

Read Material

Reads all training manual material, watches all videos categorized by subject. Employee “signs” their initials on every page of written material to ensure they read it. Disclaimer page saying they must also clean a whole house before their testing day.

Watch Videos

Watches fun video that the employee then is tested on to ensure understanding of what all the products are (no more hiring manager explaining what everything is in person.)

Login Remotely

Employee logs into their account at home.

ONBOARDING

New Hire Login

New hire is emailed a link to create their own employee account with username/password of their choice. Or we create username and they create their own password. This gives them access to their employee file online, all training material and videos.

Supplies Issued/Requested Form

Hiring manager uses initial supply form to indicate all the supplies they’re being issued, including gps, etc.

Onboarding Check List

Hiring manager uses laptop to fill out the new hire check list (car info for good to go pass, t-shirt size, do they need a gps, etc.)

Onboarding Forms

All new hire forms and questions filled out and saved in employee’s account, including their tax forms in case they wonder later how they filed. New hire must “sign” their initials on every page to ensure their understanding of policies.

Use new scanner to directly scan their license, insurance and ss card into their employee account, instead of making copies and then scanning them.

Hiring searchable database

INTERVIEW STAGE

References Questionnaire

Hiring manager calls references with verbal permission from applicant, using form that lists out all the reference questions with text boxes for answers, notes section for reason for moving forward or not, and saves in applicant database.

Interview Form

Performs interviews across table from applicant, using laptop instead of paper to ask all interview questions, document answers more quickly, maintain better eye contact. Decision of whether to hire saved with any notes on why. Interview form/notes saved in applicant database, viewable to all office admin.

APPLICATION STAGE

Application Form

THIS FORM SHOULD AUTOCREATE AN ACCOUNT FOR THE APPLICANT, THE STATUS OF WHICH CAN LATER BE CHANGED FROM APPLICANT TO EMPLOYEE, AND SERVE AS THEIR EMPLOYEE ACCOUNT, WHERE ALL FORMS FROM THE ENTIRE HIRING PROCESS CAN BE SAVED FOR FUTURE REFERENCE.

Employee Application Form
with questions and also prompts/requires to attach resume and provide reference contact info.

Disclaimer says no references are called until after an interview takes place and with explicit applicant approval, so applicant doesn’t worry we’ll call references unexpectedly.

Applicatio
n saves in the searchable database viewable to office admin only, and automatically includes/creates a notes section for hiring manager to keep track of questions she wants to ask applicant, any concerns so far, info gathered on phone with them, and application status.

Applicants move quicker thru application process because no need for office paperwork before interview.

Autoalerts hiring manager

Autoalert email to hiring manager automaticlaly provides ratings on how well applicant scores based on longevity, previous wages, location.

Autoalerts applicant

Autosends email to applicant so they know what to expect in hiring process.

ALHC's NEW WEB SITE

Keith's Writing Tallent
STEP 2: Prospect Falls CRAZY In-LOVE With Us
Bonsai Website Optimization
STEP 1: Prospect Searches & Finds ALHC's NEW Web Site