Goal/Project Reporting System – CF Projects – Kayla Stevenson's Portfolio

Project Description

Project Completion: 2018

Project Purpose

The purpose of this project was to digitally recreate a process that previously could only be completed via paper. This process was used to categorize and quantize desirable goals so that they could be approved and reached in an appropriate time frame.

Development Time

6 - 8 Months

How It Works

A low-level user uses a six-step application form to create a goal and its related objectives. Upon submitting their goal for review, a mid-level administrative user (specific to the low-level user's department) looks over and chooses to approve or decline the goal. On approval, the goal is sent to a high-level administrative user for them to also approve or decline. After the final approval, the goal is added to the institution's timeline to be completed in the coming year(s). If the goal is declined at any point in the process it is sent back to the low-level user with a note on needed adjustments.

This process is used by at least 50 low-level users with each reporting to one of six mid-level administrators, as well as one of three high-level administrators.

Screenshots

A screenshot example of the home screen for an administrative user.

A screenshot example of an adimistrator viewing a list of users who have submitted a goal for review.

A screenshot example of what an administrator sees while reviewing a goal.

A screenshot example of what a low-level user sees while creating a goal to later be submitted and reviewed.

Unique Features:

Saving in the middle of creating a goal and picking up where you left off at a later time.
Goal submission email notifications are sent to administrators with a button to directly review the submitted goal.
Text areas save information as HTML so that they can be later viewed exactly as they were entered.