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 WebInform Features List

Demo site is available upon request.

A.   Public/Subscriber Web Pages

1.      Resource Database

a)      Unlimited number of agencies, programs, sites, phone numbers, addresses, custom fields, lists, custom static pages, users, seats, etc.

b)      Detailed information at the agency, site, program, program/site, and program/service/site levels.

c)      Multiple search options with filters for custom fields, geographic areas, target populations, languages, and more.

d)      Ability for user to save search for later re-execution.

e)      Ability for subscribers to store their own exclusive notes about an agency, program, site, within the resource database.

2.      Focus Pages

a)      Unlimited number of Focus Pages for revenue generating opportunities.

b)      Build content automatically from a Saved Search, or by individually poking agencies into the Focus Page.

c)      Display Focus Page entries on appropriate Overview pages.

d)      Allow dynamic selection of sections to appear on Focus Page.

e)      Allow dynamic selection of which sections to use as filters and sort-fields.

f)        Allow unlimited Focus Page entries for a single source (i.e. agency, program/site, etc).

3.      Quick Reference

a)      Link resources into a simple topic list.

4.      On-line User Edits

a)      Dynamically select which data sections are editable by the authorized end-users.

b)      Ability to submit change requests on-line.

B.   Administrative Web Pages

1.      Resource Database Administration

a)      Basic resource model allows for the documentation of resources by agency, site, program, or program/site.

b)      Geographic Scheme allows for alternate layouts of the geographic community.  In addition to basic layouts by region, city/town, and ZIP code WebInform also supports layouts by economic district, voting district, water district, and others.  These geographic layouts can be used to produce reports of resources, and call referrals.

c)      Store phone numbers, email addresses, contact names, and addresses in a central agency “book”.  Link entries in these “books” to appropriate resource locations.

d)      Survey management tools to help administer the process of updating agency information.

e)      Spell checking on selected fields.

f)        Create data sections (COS statement) on the fly. 

g)      Cause COS sections to appear within a pre-specified date range.

h)      Ability to mark levels of data as confidential.  Confidential information will not appear on public pages; and will be optional on publications.  Confidential settings appear on agency, site, program, and program/site records.  Plus set confidentially on contact, phone, email, and addresses.

2.      Incorporation of the AIRS/INFO LINE Taxonomy to define program and program/service/sites.  Including:

a)      “Use” terms to accommodate other keywords users enter.

b)      “See also” terms to link related taxonomy terms together in the search process.

c)      Taxonomy sets to allow grouping of taxonomy terms for editing, searching, and reporting.

d)      Ability to import updates to the AIRS Taxonomy.  The updates include all the taxonomy service terms & descriptions, target populations and descriptions, “use” terms, and “see also” links.

e)      When taxonomy terms are listed in a search, we only show terms that have linked services.

3.      Publications

a)      A report writer for creating customized publications.  Select the agencies, the select the parts of the agencies to output, then organize the output as needed.

b)      Re-label or remove section names.

c)      Control sorting of content.

d)      Exports data to MS Word, Quark, HTML, and AIRS/XML formats.

e)      Import polished publication keys back into WebInform to build indexes by geographic area, taxonomy term, agency name, etc.

f)        Mark specific services to be added to or excluded from a publication.

4.      Call Handling

a)      Track details of each call in customizable questions such as Who took the call?  When? What were the needs?  If the need was not met, why?  What referrals were made per need?  What ZIP code are they calling from?  Allow questions to set up as required.

b)      Track referrals by need.

c)      Log which agency referred the client, and which agency is calling on behalf of a client.

d)      Report on call activity for a date range by user, need, referral, etc.

e)      Allow calls to be forwarded to other staff.  Track changes for each staff member separately.

f)        Allow calls to be marked for later follow-up.  Keep track of the call thread for reporting purposes.

g)      Customize questions by phone line, category-of-need, and need.  Track answers given for reporting purposes.

h)      Allow supervisors to randomly select calls for review.  Track and report on customizable supervisor questions/answers.

i)        Report on call activity per call hander…number of calls taken, number of calls transferred, number of calls for follow-up, etc…

j)        Export call history data to Excel for custom processing.

5.      Security and Permissions

a)      Create “User Accounts” to manage special groups of users/subscribers.

b)      Create activity “Roles” to define what individuals user can do within WebInform.

c)      Link users to User Account and to Roles.

d)      Default roles per User Account to facilitate automatic membership.

e)      Allow end-user to manage list of authorized users.

f)        Allow individual users to have permission to edit selected content for their agency…such as bed availability numbers at a shelter.

6.      Email Broadcast and Survey

a)      Build list of email addresses, message text, and survey questions to manage the broadcast of a message to many email addresses.

b)      You can send a link to the recipient (optionally) that will open a page within WebInform where they can view referral statistics for their agency, and answer survey questions created by you.

7.      Export data from the resource database in AIRS standard format.

a)      Allow selection of which sections are to be exported.

b)      Allow selection of which agencies are to be exported.

8.      Job Bank (under development for San Bernardino)

a)      Customizable Focus Topic to contain Job Bank and Resume Bank data.

b)      Allow users to post entries to a special Focus Topic.

c)      Charge a fee for this service with on-line credit card transaction.

d)      Allow users to submit change requests to their entries for review by I&R staff before posting to public pages.

e)      Specify a set number of days before the entry expires.

C.   Geographic Filters

WebInform has a sophisticated dynamic geographic filtering system.  You control how you want to lay out geographic areas by ZIP code.  You can build a region from a collection of ZIP codes.  Then build other larger regions based on regions already built.  For example, you can build a list of City/Towns based on the ZIP codes for each City/Town.  Then create a larger regional are by linking the City/Towns.  No need to go back to the ZIP code level.

You can also create wholly separate geographic structures.  In practice public searches are limited to a ZIP Code structure, a City/Town structure, and a Region structure.  However, for analysis and reporting needs you may want to build a structure by economic district, water district, school district, voting districts, etc.

D.  Directory Publications

Create an unlimited number of custom publications.  The goal is to be able to re-run a publication at any time with little or now adjustments. There are two parts to setting up a publication.  The first part is content selection.  This is where you determine which agencies or agency parts are to appear in the publication.  Next you need to layout the report you want by selecting sections (content) to display and organizing the selected sections in the order you want.

A publication starts with a memorized search instruction.  Fine tune the search to get the results you want.  Then go into individual agencies, services, sites, or service/sites to include or exclude them from the publication.  Then set up the layout of sections.  Then submit the report to be built.  Download the resulting files in Quark, Word, or HTML.  Finish final touches in your own desktop publication software.  WebInform will identify every label and content with a style sheet to make it easy for you to set formatting options later.

Technical Information

The database engine is Microsoft SQL Server 2000.  All text fields are in Unicode to support future development of multi-lingual web site.

The web server is Microsoft Internet Information Server (IIS).

The development language is VB/ASP.

Hosting Services

Daily backups

Public, internal, and subscriber (optional) web sites for WebInform.

Performance tuning.

Firewall protection.

Equipment necessary to operate the web server and database server.  I.e. server(s), routers, firewall, etc.

Secure facility, fingerprint access controls.

High speed Internet access.

Multiple Internet backbone connections.

Redundant power supply.

Third party software and updates: Microsoft Windows 2000 Server, Microsoft SQL Server 2000, Microsoft IIS.

Software customization available upon request.

Optional local database and web site.

Optional redundant web site services out of state.