Our Client a Private Investigatio firm requires an online case management system.
1. PURPOSE: Investigators create daily field notes on a laptop of their activities in WORD. They email them to our offices as a .DOC file nightly.
2. Each morning the branch office manager must then upload those individual pages to the Company Gateway you are creating. This must be on an easily understood web page that you must create to upload to the CO gateway that can accept the pages and then insert them into the proper place for the End User.
a. The Company Gateway must also allow for the creation of either a NEW Client Account or add unique assignments to an existing client account.
B. The CO Gateway must allow for separate areas for each Client Account (Folders) that must be password protected for remote End Users.
C. The Client Accounts must allow for unique pages (folders again?) to upload the .DOC files into.
As we will work hundreds of separate cases for each Client, the site may need sub folders for each assignment to make it easier for us to manage them ????? These case sub-folders will have several different pages (Days handling) for each case. We can discuss the file structure later.
d. Will we need to convert the .DOC files to a .PDF format?
3. Once the .DOC is uploaded and available, we need a method to notify the End User Client (EUC), via email, that a page is available for review. That email should have a direct link for the EUC to the correct pages for that assignment.
a. Access to the case pages must be password protected. I suggest using a single User name for each Client Account (i.e. Allstate or State Farm), then a unique password which could be the file name of the assignment section and the included pages therein.
b. The EUC should be able to review all the pages for that assignment and print pages from the site.
4. Unique cases (sub folders, NOT Client folders) should have a definite lifetime and then should automatically be purged to avoid unnecessary maintenance later. Perhaps a PURGE routine for the CO Gateway?