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Need the following functionality. Can CB do it?

13 years 3 months ago #169126 by marlon@hgafrica.co.za
Need the following functionality. Can CB do it? was created by marlon@hgafrica.co.za
I want the database to include the following:



1. Service Providers (Bios, Nurses, etc) across the country should be able to login on the backend site using their own password created by admin.

2. Once they login, they should be able to use the site to capture health or fitness assessments reports.

3. A new set template which will be used to capture reports.

a. Reports will be captured by day and per event.

b. We already have a set questionnaire as well as report layout

4. Once the service provider completed the report offline, a report for the client must be generated, submitted online and emailed or printed. Members should also get login details to be able to view a personal folder with their reports, exercise programmes, meal plan created for themselves on the database.

5. Based on the batch captured an invoice must be generated, stating how many people assisted as well as the date captured. Payment will be based on the information provided on system.

Your assistants would be greatly appreciated.

Thanks Marlon

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13 years 3 months ago #169346 by krileon

1. Service Providers (Bios, Nurses, etc) across the country should be able to login on the backend site using their own password created by admin.

Assuming the user is a backend user (manage, administrator, super adminitrator) they'll be able to login to backend and use it accordingly.

2. Once they login, they should be able to use the site to capture health or fitness assessments reports.

3. A new set template which will be used to capture reports.

a. Reports will be captured by day and per event.

b. We already have a set questionnaire as well as report layout

4. Once the service provider completed the report offline, a report for the client must be generated, submitted online and emailed or printed. Members should also get login details to be able to view a personal folder with their reports, exercise programmes, meal plan created for themselves on the database.

5. Based on the batch captured an invoice must be generated, stating how many people assisted as well as the date captured. Payment will be based on the information provided on system.

CB has no such feature, assuming you've an extension for this it'd likely be seen and used from frontend and not backend. CBSubs is a subscription management plugin. There's no real way to generate dynamic plans like you'd likely need as appears your prices would vary based off conditions you'd specify. Perhaps is possible in combination with the promotions integration as it allows conditions such as allowing a discount (or upcharge) based off a field value for example.


Kyle (Krileon)
Community Builder Team Member
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