19-Feb-2020 Web Ivo Update

Please note: The user interface is still at a very rough state.  Final updates and refinements will be completed over the next week. The intention of this article is to provide a "first look" of the new "Web-Ivo".

Here is the main Ivo screen -

The main elements are -

  1. A universal search bar
  2. Quick entry
  3. Navigation Bar

In the Navigation Bar (#3), note the "Inbox" at the top.  The inbox is where "quick entry" (#2) notes can be stored, ready to be filed at a later time.  For example, if you take a call just before leaving the office, you can add some quick notes, and save in your inbox ready to be completed and filed the following morning.  This process is further explained below.

Another feature of the Navigation Bar is that anything will be able to be "pinned" to it.  For example, if you are working a lot with a particular client, you can "pin" that client to the Navigation Bar for fast access.  You can pin queries that you use in the course of your role, and so on.

In fact, the "Current Clients" and "Current Activities" are just pre-defined queries that are pinned for each user by default.  Different actions can occur when a pinned query is clicked.  Here, the "Current Clients" item is clicked -

The results of the query - your "current clients" - are displayed in a secondary panel to the right.

You can then select a client to view, at which time the main panel of the Navigation Bar "collapses" to just be a narrow bar, leaving the focus on your client list; the selected client's record is then displayed.  (Note, the main panel automatically expands again when you move the mouse over it!)  This makes navigation of your clients exactly as it is in current Ivo -

Much of this screen will be familiar, with the client details at the top-left of the screen, along with the contact details. What is new here is -

  1. "Tasks" - from day 1, Web Ivo will have the ability to attach tasks, or "to-do" items, to a client's activities.  This could be things like "complete NDIS application", "attend court on 15-Aug", "call aged care provider to discuss quality of meals" etc.  As tasks are completed, they can be automatically turned into the relevant file note.  If kept up to date, the list of tasks also makes it very easy for other advocates to assist the client, in the event the primary advocate is unavailable (eg on leave)
  2. "History" - this is the history of changes to the client's record. It will contain entries like "File note added on 24-Jun", "Phone number changed from 0411 222 333 to 0499 888 777" etc.

The client's activities are shown at the bottom of the screen.  Just like in current Ivo, when an activity is selected, it's details are displayed below the table -

Lastly, here is a brief look at the "quick entry" function.  When the + button at the top-right is clicked, this popup window is displayed -

This purpose of this function is to facilitate fast entry of notes.  Once the note has been typed, the options are -

  1. Add to Client - this will start the wizard to attach the note to a client and one or more activities.  That's right, Web Ivo supports associating a single file note with multiple activity records!
  2. General Enquiry - save the note as a general enquiry
  3. Save to Inbox - send the note to your Inbox so it can be dealt with at a later time.  Note, each user's Inbox will have a default limit of 10 items.  This is to prevent users from ending up with hordes of unfiled notes.  However this setting can be changed on a per user basis.

That's it for today.  There is just one week to go, and a lot of work will take place during that time.  We are on track for Web Ivo to "go live" on Monday 1st March.

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