We added the ability to send triggered text messages. For example, if a resident is flagged as potentially vulnerable and their database records have not been modified, a task can be created for a volunteer to check on them. Alerts were shown on a dashboard and they related to people and not just tasks.

We had a process for managing services volunteers would provide, tasks that needed carrying out, and areas for notes and documents. Urgent actions were flagged as being needed first, such as a family running out of nappies or an urgent prescription. This meant that people could quickly access only the information that was relevant to them. We proposed a user hierarchy for the system. For the more tech savvy users, we created a form in Typeform that captured required data and with the help of Claris Connect pushed it straight into their Filemaker System.

Along with standard contact details, it also allowed us to store information that could make productivity better, such as whether someone was high-risk, volunteers who have CRB checks, or access to a vehicle.

Claris filemaker pro 20