[AccessD] Case management and external files

Jim
 
I just set up a case management system for the University Counselling Office in the SharePoint.
 
Email and attachments directly to  sharepoint email enabled lists. eg CounsolListName at qub.ac.uk and you can send docs directly into the sharepoint list. The user gets an automatic alert via Outlook that the doc is available.
 
Almost no programming involved. Tight integration with our Active Directory. May not be suitable for you but worked out well so far for us.
 
We use lists to split the cases up to individual staff,
 
All access is strictly internal only which saved a lot of work.

If they need to take the stuff of line we can always use A 2007 which works well for us as well. 
 
Its mainly all in test mode at the moment but we will be moving almost everything to MOSS 2007 over the next year or so.
 
Martin
 
 
 
Martin WP Reid
Training and Assessment Unit
Riddle Hall
Belfast
 
tel: 02890 974477
 

________________________________

From: accessd-bounces at databaseadvisors.com on behalf of Jim Dettman
Sent: Mon 09/04/2007 20:54
To: 'Access Developers discussion and problem solving'
Subject: [AccessD] Case management and external files



Greetings All,

  Question: anyone done work with case management and external files (i.e
medical records, faxes, Word Docs, etc)?  I know it's always best to leave
them external, but beyond that:

a. Any best practices you've found for linking them to a given case - i.e.
do you tag them or place them in a per claim specific directory?

b. How do you handle inbound faxes?  Any recommendations on software?

c. What about e-mails with attachments?  Manual operation to cut/save the
attachment or something more automatic?

  Any insights would be helpful.

Thanks,
Jim
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