App. Gen. Initial Configuration

App name
Single/Network
Area (project classification)
Entities
1. Sub Entities
User Details per network / single site
1. Single Site
  1. High Level Managers login details
  2. Low Level Managers login details
  3. Field Users login details
2. Network
  1. Network managers
Domain name / office names
Example: https://office-1.maindomain.com
Lead Tabs
1. Status – form
2. Info – form
Intake / Screening Tabs
1. Status – form
2. Intake – form(s)
Program Tabs
1. Status
2. Main Entity Tabs
  1. Status
  2. Data Tabs 1,2,3 … n
3. Sub Entity/Entities Tabs
  1. Status
  2. Data Tabs 1,2,3 … n
4. Meeting summary
5. Workplan Tabs
6. Snapshots Tabs
7. Progress Tabs
Post Program Tabs
1. As in Program
Dashboard
1. Team performance
2. Program performance
  1. Online
  2. Post program
Terminology – field names & values
Reports definitions add on
Query generator add on

Subscribe to Newsletter