New Features 2022

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Mark Hughes1224h 0m
Recent time entries
Last 12
DateDescriptionWhoDurationStatus
23 May 2022NewLake - Lives Alone – On the Contact list can we have a search field so that I can find for example; Add a field called ‘Plan Manager’ ‘Plan Manager Email’ positioned under ‘Bill to’ ; Documents not able to be added to Booking; found a problem with permissions; Progress notes sometimes get lost eg. Kate Adams Found a problem with the indexing of a particular search field. I believe this is fixed now.Mark Hughes2h 15minvoiced
16 May 2022NewLake - Training – On the training register I need to add another training topic ‘Emergency Management’. Also I have noticed that some of the training is not filtering through for some workers. E.g. Silvia Kullin has completed Supporting People at Mealtimes; Infection Prevention.. & NDIS Worker Orientation but the dates completed is not showing on training register.Mark Hughes2h 0minvoiced
9 May 2022 NewLake - I need to develop some sort of record to record all participants belongings. I am thinking that we could modify what we have developed to record their spending money. E.g. Contact – Account. What I am thinking if we used this same type of layout but delete ‘debit’ ‘credit’. I could modify the ‘code’ and that the information could be ‘viewed’ or ‘printed’ in code groupings. If we could show this in the list as ‘Inventory’Mark Hughes3h 0minvoiced
3 May 2022NewLake - Emergency Plan cont. – I attach a format of a report that I need on the database. If we could position it under Contact Documentation; Worked on this but no longer requiredMark Hughes1h 0minvoiced
2 May 2022NewLake - Contact screen – could you add a search field ‘Lives Alone’ position this search field after Suburb and before NDIS#. We need to be able to quickly identify all participants who live alone in case of an emergency. Can we also add ‘Home Address’ as we are only showing the suburb on this screen list. DoneMark Hughes1h 0minvoiced
2 May 2022 NewLake - Non Direct Services - with this we need to calculate the total non-direct support per person rather than as a whole group of people/per activity – under each person’s name can we have a heading Mark Hughes2h 0minvoiced
27 Apr 2022NewLake - Contact – Detail – Above field ‘Source of Income’ add new field called ‘Lives Alone’ – then have a drop down ‘Yes’ ‘No’ . You could delete the field ‘Language Second’ as we never use this field. DoneMark Hughes1h 0minvoiced
26 Apr 2022NewLake - Access to Records – I don’t have access to some records on the database. I have attached a sample copy. What is happening if another staff member adds a document to the database ‘executive’ is not shown so they can’t click to give access – henceMark Hughes2h 0minvoiced
18 Apr 2022NewLake - Menu – Register – Training. I have scanned a copy of the report. Could you please add four extra columns named Supporting People at Meal Times; COVID-19 Infection Control; NDIS Supporting Effective Communication; Manual Handling) collect date of training from Documentation under these Titles. DoneMark Hughes3h 0minvoiced
8 Mar 2022NewLake - Export to MYOB AccountRight; New Emergency Plan reportMark Hughes2h 30minvoiced
8 Mar 2022NewLake - Work on Training report to work properly - found that there is a combination of Training as Documentation and Training as Booking - probably need to pick oneMark Hughes1h 15minvoiced
8 Feb 2022NewLake- mods to training register; 4 new headings; fix permissions problem on documents; mods to contact details and overview layoutsMark Hughes3h 0minvoiced
Invoices
NumberDateTotalBalanceStatus
CI00004427 June 2022AUD 3,050.00AUD 0.00paid
CI00004331 Mar 2022AUD 7,850.00AUD 0.00paid
CI0000427 Mar 2022AUD 7,500.00AUD 0.00paid
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