Frequently Asked Questions.
Click on any question to link to the answer.
Latest Questions
Q. In our organisation admin staff enter client details on to system from referral form or directly from client whilst on phone. Will the system cater for this?
Q. The system needs to take account of the different methods of initial contact that we have with a client e.g. letter, phone, referral form. If contact is made by phone, details will go onto system more quickly than forms or letters which will inevitably be stacked up and done later.
Q. Referrals need to enter the queue at the correct point regardless of how they were referred.
Q. It will be useful to be able to organise appointments using the application.
Q. Can we store referral forms and any other correspondence?
Q. Can we merge and store appointment letters using the appointment calendar?
Q. I want to keep track of whether client confirmed appointment, turned up or failed to attend.
Q. I want to keep updated appointment calendar that is shared and takes account of different interview rooms etc.
Q. Can I copy appointment details into my outlook easily to keep caseworkers informed of appointments and availability and how appointments fit into busy work schedule of other meetings etc?
Q. Can we report on the number of separate appointments made, whether or not client confirmed, attended etc
Q. Currently our process for new cases is as such: Caseworker opens case fully when client turns up for appointment but most details are already on system from initial contact (phone, email, etc). This speeds up the data entry process and shares data entry with admin staff. Will AdvicePro support this process?
Q. Can I report on number of referrals received, appointments made, failure to attends, second and third appointments made, percentages of referrals to full clients, percentages of 1st 2nd appts etc.
Q. Can I use the same diary system for key dates and file reviews
Q. What hardware do I need to use AdvicePro?
Q. Will the system support accessibility standards for users with disabilities e.g. ; Web Content Accessibility Guidelines (WCAG).
Q. How will the system provide and collect feedback on organisations that we refer enquirers to?
Q. What is the pricing model? Is it per licence and how many users are included in the cost of a licence?
We have a couple of old computers. Would Advice Pro be compatible for systems using Windows 98.
Q. Is the data stored on your server or on our PCs? If the data is stored on your server, what security is in place for the data and who has access to it?
Q. In our bureau the office manager inputs all data from the 40 volunteers who make up the main service. However I also wish to allow the case workers direct access. Do I have to network our computers to achieve this?
Q. We will need a 'discrimination' work category rather than discrimination as a sub-category of other areas such as employment. Can discrimination be added to the list of work areas?
Q. How will AdvicePro track work done on certificated cases?
Q. Is it possible to stay in the same screen for writing letters, putting on case details and time recording (not keep changing systems)? If it automatically counted time for letters that would be even better.
Q. Will there be lots of standard letters that are incorruptible but come up with the name and address of the client or common addressee if you want to write to the client?
Q. Will it allow us to monitor different features required for funders like disabilities, ethnic origin, area of the country etc? We also have to monitor sexuality and transgender for one funder.
Q. Will we be able to track work done and time spent on files for lots of different funders? We have funding from the LSC, CRE, DRC, Lottery, four unitary authorities plus various project funders (at one point we had 13 funders) all of whom have different reporting requirements.
Q. Is it possible to have a report for case duration, not just hours of work done on a case i.e. how many days, weeks or months was the case open?
Q. We use AIMS at the moment and on the subject page we have our own subject code plus a field for a secondary code as the LSC matter types are not adequate for our monitoring purposes. Several of our funders want a breakdown of cases using their own categories so we may, for example record a case for the CRE as a non employment race discrimination issue with a secondary code of 'detriment', which is a CRE defined category. Will it be possible for agencies to use their own subject coding systems in this way?
Q. Can the drop down lists be specific to an Agency and case type?
Q. Can the screen layouts be specific to an Agency or case type?
Latest Questions
Q. At the demonstration you said that the system closes down after a period of inactivity and that it is necessary to keep pressing the save button to ensure that data entered is not lost. As I said at the time, our main service is an advice helpline and we need a system, like the one we have now, which will remain connected via the web and on for however long we need it, without the risk of losing data. Is that possible with advice Pro?
Q. How long would we be expected to wait for assistance after notifying you of a problem? Secondly, if we had a problem with advice pro which you could not fix remotely, would you be providing any onsite help? If so, how long would we have to wait for it?
Q. I recall it being said at the Manchester demo that you were contemplating as automatic save when a user moves form one screen to the next or to a new file. Is that something that is likely to be a reality?
Q. We use AIMS currently and would like to migrate our data to AdvicePro. When will this be available and how will it be performed?