Due Date Monitoring
Purpose: To monitor due dates, deadlines and tasks
Requirements: Housed on website/hosted/cloud based, requiring logins. Multiple multi-level users, ability to send out email reminders on/off per line item.
How it should work:
Tasks are set up by HAS employee and assigned to different clients, option of recurring, option of when to remind and who to remind, always remind the Monitor. When task is complete user marks as complete and notice is sent to Monitor. Should be able to keep track of time for tasks (use for billing purposes for hourly work). Monthly/weekly/daily snapshot of tasks due (shared calendars).
Field for notes and updates
Sort options, by client, by assigned to, by date, etc.
Multilevel USERS defined:
Client: no access for clients
Employee: set up task, use to monitor and complete
Monitor: same as admin, will be notified on all due dates and completion (Carma)
Admin: Can view, make changes to users, and adjust data on all levels. (Fran)
Ability to add other users with permissions not a must but a good thing if it can be done.
CLIENT: HOTEL A
TASK: MORTGAGE PAYMENT
DUE DATE: 15TH OF EACH MONTH
ASSIGNED TO: EMPLOYEE B;
REMIND: 10TH OF EACH MONTH
NOTES: USE FEDEX NEXT DAY
MONITOR WILL BE SENT REMINDERS AND COMPLETION NOTICES