commit 9ffdaacfb61de8b4aaf6a6d1c02e17ce8fa8271a Author: Ryan Prather Date: Thu Nov 28 12:35:41 2024 -0500 Add Roadmap diff --git a/Roadmap.md b/Roadmap.md new file mode 100644 index 0000000..bdd4fe6 --- /dev/null +++ b/Roadmap.md @@ -0,0 +1,56 @@ +# Roadmap + +What follows is a roadmap to get the system up and operational. Any dates listed are flexible and will be updated as the project continues. + +1. ~~Create admin user and company data~~ +2. Create other users + 1. The company admin needs to be able to create other users that can be assigned to cases and oversee work done + 1. Password refresh every 120 days with email reminders and notifications +3. Create cases + 1. Admins and case managers should be able to create cases and assign case workers or therapists to said cases. + 2. Automatically assign standard documents upon case creation and allow for digital signature of documents + 3. When assigning a case worker to a case must do a qualification check that will make sure case requirements are satifisfied (not allow para-professionals on bachelors level cases) + 4. Auto save case notes every 30 seconds. If no internet stores notes locally and then send notes once connection is reestablished. + 5. Similar to WordPress when saving record for first time or updating existing record must save audit log entry showing old note and changes +4. Assign case workers to staff supervisors + 1. Upon create case workers, must have a way to assign a staff supervisor for oversight requirements. + 2. Create schedule of visit and activity + 3. Create staff notes that can be saved as draft and published so supervisor can view, prior to meetings + 4. Allow for digital signatures of staff notes +5. Allow case workers to store address where transportation work is done for cases. + 1. Use Geoapify autocomplete and routing API to get transporation data. Address should be assigned to cases to filter lists. + 2. Can specify address should be available for all cases +6. Store transportation information for tax purposes for case workers +7. Create case notes + 1. Create case notes for any cases worked on. Case notes should be viewable to case managers and editable by admin +8. Create case schedules + 1. Case workers should be able to create availability schedule and store projected case activity on calendar so admin and case managers can see availability for other cases + 2. Also, store other pertinant data like office room availability, staff meeting schedules, CFTMs, court hearings, etc +9. Transmission log + 1. Whenever data is transmitted to KidTracks should store record of activity for audit purposes and verification with KitTracks +10. Case Worker Dashboard display + 1. Next scheduled event for each case + 1. Next scheduled staff meeting + 1. Active cases (hours) + 1. Total cases (hours) + 1. Income estimate + 1. YTD income + 1. Notifications for specific events + 1. Upload receipt pictures for tax purposes + 1. Track spending for each case + 1. Display billing info + 1. Co-case workers? +12. Case Manager/Staff Supervisor Dashboard display + 1. Dropdown with each assigned case worker + 1. Last activity on each case + 1. Next activity on each case + 1. Next scheduled staff meeting + 1. Contact info for each case worker + 1. Update case worker qualifications +13. Profile page + 1. Upload profile image + 1. Change notification parameters + 1. Update contact info +14. Admin Dashboard display + 1. Create new users + 1. Update user \ No newline at end of file