A few requests for the content and functionality of the database.
PAGE 1
 
LOGIN
 (main page login)
Initial login determins level of information access
PAGE 2
ENTRY
SEARCH
CLIENTS
CLIENTS
Surname, First name, Pet Name, Pet species,
Designated carer. Entering one, two, three or
all for the search, Services.
CARERS

CARER
Areas covered and/or service offered. Availability

 
ACCOUNTING

ACCOUNTING
Outstanding invoice

 

EXPLAINED

Schedules - Booking
Client:
Each client to have a calendar to add bookings into. Information to be included into each booking is – pricing / timing / which carer is doing work / which company each thing should be invoiced from.
Need to be able to block in holiday

Carer:
All bookings to be automatically transferred from client into carers schedule with collar codes and carer fee. Also distinguishing what company work is done for
Need to be able to block in holiday
Invoicing
Clients:
1st of each month an invoice for work done in previous month to be produced for each client (can it be linked to client e-mails for sending out?) When booking in the work information on which company will invoice should be included (A Furry World, London Dog Walking or London Cat Sitting)
Tick box to request different date of invoicing

Carer:
Monthly invoices for work done for each company. Need to be able to also make manual adjustments (cash work, canceled work etc)

Search

Carers:
Areas covered, Service provided, availability searching on one or all of them

Clients:
I would need to be able to search under;
Surname, First name, Pet Name, Pet species, designated carer, postcode. Entering one, two, three or all for the search
Attachments
Clients:
Attachments for each client (client forms etc) Formats = word, pdf, gif & jpg

Carers:
Carer manual, contracts
Information Access
Carers:
There should be 3 levels of access
A: Full access
B: Access to everything except sections coloured in XXXX
C: Access to all except sections coloured in XXXX & XXXX

Clients:
Possible access to their main forms in order to be able to make changes online (depending on the ability to make this service secure)
Database payout
London Dog Walking

Tick box in dog clients to indicate that they are a London Dog Walking client (for invoicing and reporting purpouses) London dog walking clients will still be invoiced from A Furry World for any non walking work (house-sitting, boarding etc)

Reminders
Birthday reminders for clients (if box is ticked) for all pets and for all carers
Treatments
Grooming

Reminders / Alarms for me on all carer and client:
Meetings
Pick Up / Drop Off
Start of assignment (ability in the schedule to request reminder)
E-Mail Broadcasts
Set up clients for broadcast based on:
pet species
post code
Services Used (see client details)

Set Carers for Broadcasts based on:
Carers set up of alarm/reminder for start and end of assignment (alarm to be set in the carer schedule then e-mailed to them as well as come up in the daily task)
Option to e-mail Daily task pup-up from schedule