Case Management System with .NET
Introduction
Dolphin IT Solutions has worked with Triage on several projects for many years. In 2021 we developed a PowerApp for their case management system. By 2023, their requirements had grown beyond what PowerApps could accommodate.
Challenges
Triage's system for managing case relationships functioned like a lightweight CRM, required new functionality which wasn't possible with PowerApps.
They needed a system to track participants, manage program assignments, and monitor progress on job-related activities, all while ensuring sensitive data remained secure.
After assessing their requirements, we proposed a bespoke .NET web application tailored to their workflow, to be hosted in their Azure environment and supported by our team.
Our Solution
After understanding all the requirements of the case management system, it became apparent that Triage were using this like a small CRM, maintaining the relationship between clients and participants in order to ensure positive outcomes on outstanding vacancies. They wanted a more customized solution than the one we provided within PowerApps, so we suggested a full new build in .NET Core.
The main requirements were as such:
- A list of programmes that participants could belong to, and the users assigned to each programme
- A clear overview of programme participants, their full details and personal information
- The ability to add various activities, attendances for those activities, job activities (such as job applications and interviews), and job progressions
- Data security – some users would have full administrative access, while others just had access to the programmes they were assigned to
The application itself would need the following functionalities:
- Create and access the database
- Add new participants and any objects related to them (e.g. activities)
- Update the created participants when necessary
- Admin and user access
Database Development
To address the client's needs, a customised database solution was developed, and hosted on Azure SQL. This solution incorporated the following key functionalities:
Program List and Participant Assignment
A structured list of programs was implemented, allowing users to assign participants to specific programs. This feature ensured a clear categorisation of participants based on their involvement.
Detailed Participant Information
The system included a comprehensive participant profile with full details and personal information. This allowed for a clear and detailed overview of each participant, aiding in efficient program management.
Activity and Attendance Tracking
The application was designed to add various activities and record participant attendances for those activities. This feature provided a comprehensive record of participant engagement, helping in program evaluation and improvement.
Data Security
User access levels were implemented to ensure data security. Some users were granted full administrative access, enabling them to manage the entire database, while others had restricted access limited to the programs they were assigned to. This hierarchical access structure maintained confidentiality and integrity of the data.
Functionality
The application allowed users to create and access the database, add new participants and related objects (e.g., activities), and update participant information as needed. The user interface was intuitive, facilitating ease of use for both administrators and regular users.
Admin and User Access
Distinct access levels were established for administrators and regular users. Administrators had the authority to manage all aspects of the database, while regular users were limited to accessing and modifying information related to their assigned programs.
The implemented solution streamlined participant tracking, enhanced data security, and provided a user-friendly interface for efficient program management. Triage now have a centralised database that meets their specific needs, allowing for improved monitoring, evaluation, and overall effectiveness in their community development and educational programs. The hierarchical access levels ensured data confidentiality, providing peace of mind regarding sensitive participant information.
The successful implementation of the database solution contributed to Triage's mission of creating a positive impact on the community through well organised and secure program management.
Client Testimonial
Outstanding service from Nicholas. He explained everything really well and managed to take our ramblings and wish list ideas and come up with a very good digital solution. The caseload management tool he designed is very good, we asked for simple and ease of use for the end user but with robust reporting options, which he delivered on. As it is the first one and the first time we have worked with Dolphin and PowerApps, Nicholas has also been very flexible with us supporting with last minute changes/fixes. I have worked with various pre built caseload management platforms and providers in the past, some have been very good, but the tailored service we received from Nicholas and Dolphin has been outstanding.
