Examples of Data Management Solutions
This page displays some screen images and brief descriptions of work done as a FileMaker developer.-Client Waiting List
Expressed Need - A Pediatric Occupational Therapist need a system for managing clients on a waiting list. The solution needed to facilitate matching available times of therapist with requested time as stated by parents. During the process of development other desires developed including a method of tracking communication as well as a way of keeping notes.
Delivered - The stated need of the therapy center was met in addition to providing a method of flagging followup dates and notes.
The primary data entry
screen
Administrator’s
list view
Early Learner Profile
Expressed Need - A public school district wanted a
web-oriented system that would allow teachers to develop
and maintain information for measuring progress of
preschoolers in accordance with state standards in 41
areas. Teachers would only be allowed to access information
related to their own students. Administrators, of course,
need to see all information plus summarized data by teacher
and school as well as the whole district’s summarized
totals.
Delivered - What evolved was a system that meets
the basic needs of the district while providing a more
easily used system. The solution is based on deploying
FileMaker Server Advanced for web access by IWP (instant
web publishing) to teachers when they are away from their
computers. When at their computers they utilize FMP 10 as a
client to work in an even more efficient manner. With a
license of FileMaker, teachers can make select a group of
students to make notes of observations and select the
evaluation level. Administrators access the system using
FileMaker Pro version 10 to take advantage of it’s
features. The report function provides supports data
analysis by teacher and school.
Teacher’s view for entering
observations or creating reports
Sample report for the
Winter period.
Sample cross-tab report
comparing entry and exit data.
Comprehensive Data Management System
Expressed Need - A not-for-profit organization
that provides educational programs designed to nurture
appreciation for one of our national parks needed a totally
integrated data management system for tracking
registrations, payments, class offerings, donor management,
employee information, and board information. The
organization was using several FileMaker databases but none
of them were related in any manner.
Delivered - The primary task was to create a
system that linked people, organizations, programs,
payments, contributions, gifts-in-kind, pledges, and
employee information to eliminate confusion while
supporting multiple users. The new system involved the
creation of a modular system with access facilitated by a
dashboard, the use of privilege sets for enhanced security,
a graphically attractive user interface that is color
coded, and a structure in which all relationships are based
on people. The comprehensive system utilizes FileMaker Pro
Server.
The Dashboard directs
users to the proper module for use as well as
authentication.
Form view for Programs
with tabbed interface and QuickSearch capability
Form view for People with
tabbed interface and QuickSearch capability
List view for displaying
summary information. Note the use of the QuickSearch
capability
in addition to being able to quickly select a range of
names for display
Form view for managing
school-based events, invoicing, communication, etc.
Form view for managing
donors and related information including a method of
flagging
records requiring follow-up activity
