This project involves building a web-based system to process client-generated information requests.
1. need ability to create client accounts with username/password security. Each account would have two levels - Admin and User.
Front End Work Flow
1. When admin user set’s up a new account, they pre-select what reports are associated with the client. Client user is sent an email with instructions on how to access their account online and what their username/password is.
2. When the client user accesses their account, they can see completed reports or they can “request” a new report.
a. “report request – client form” takes the client to a page to fill out, but with the options pre-selected. It asks the user to confirm that they notified the subject as to their FCRA rights, etc.
b. “report request – user' will be a seperate login and will only display a fillable screen for the applicant to input their information. After they input their information, they will click a 'continue' button which will take them to a scrollable disclaimer which they must accept before final submission. This discclaimer will also have a print option.
c. All reports that the subject fills out will then be sent back to the client for review prior to us running the report through the admin side. This way the client has a way to verify info or eliminate bad eggs prior to running them through the background check process and getting charged for it.
As we complete the various requests, we wll change the status on the client side to “received” or “ready for review” at this step, and then provide a link to that form for the client to review. When the client has reviewed (and edited if necessary) they can “reject” or “accept” and that status is recorded and displayed on both the client and admin pages. Admin then knows that accepted status means they can process the background checks.
3. When the subject reports are flagged as complete by the admin user, the client user is auto emailed to check the website for new reports posted. When they log in, they will see the subject name with “completed” as usual.
4. add a client user accounting section where they can see the number of billable requests (these are only completed requests) per month to get an idea of what they will be billing for.
5. Admin summary screen: displays all report requests by client name, subject name, request date & status (new request, received, declined, reject/accept, submitted, pending, completed). All fields are sortable, default listing by date, most recent on top.
* during the work process, html or text information will be cut and pasted into the report pages.
6. Edit reports: selection of report from summary screen opens an admin report view which lists the subject information, the cover sheet and report types associated with this subject and the individual report status. User selects the individual reports to open new window and input the information and hits save. Report view screen updates with “completed” status when user saves data. Once all reports and cover letter have been edited and set to “completed” the main admin summary screen status will update to complete, an email will be sent to the client, and the client will be able to access the reports from their web page. Client monthly invoice will be updated to reflect cost of individual completed report. If only some of the reports are complete, status updates to “pending” or “in progress.”
7. Client management screens: allows admin user to create a new account or edit existing accounts. Admin user must set up client with the addition of pre-selecting report types associated with this client, and specifying billing costs specific to this client (not per report type, just per subject request).
Additionally, the admin user will be able to upload scanned documents to a client directory through the client management tool. These documents can be accessed through a link from both admin and client user summary screens. The link takes the user to a directory listing of uploaded files.
8. Client accounting screens: displays a summary view of all activity by date, listed by client name and a summary number of reports in a calendar month. Selecting the client name will expand the list to show a list of subjects run within that month. View defaults to current month view. Past months can be viewed by changing the month range from current to a new date range.
9. Admin user permissions: create two different set of user permissions, one that is full access that can edit/access all levels of admin tools. Another that is a report editing user that can only access the report summary screen and report editing screens but no client management or accounting information. Two admin access accounts total, one “admin” user login, and one “report” user login.