GenderBreadPerson and Salesforce Contacts

gender_layout

Once you have installed the GenderBreadPersonSimple package you will have to add the new fields it adds to the Contact into the contact layout. In the example you see here I have added a new section to the layout and dragged the new fields into the new section.

A Test Writing App

excel

BORP: Less Context Switching

Screen shot 2012-01-01 at 9.19.55 AM

Context switching is hard for the human brain. Its common in database applications to have to switch from one form to another as you work. This application uses dynamic display to reduce such context switching as much as possible.

Here we are looking at the bottom of the “participant” form, where a list of the  person’s activities are shown. Clicking on the small “+” in front of each activity will bring up the full record for that activity without leaving the participant record. The activity record is fully editable.

BORP: Dynamic Statistics

Screen shot 2012-01-01 at 9.24.08 AM

Instead of programming fixed reports for BORP, I gave them the ability to calculate statistics on any group of participants.

Here the user has selected all participants, who are either disabled or non-disabled, who are in the adult basketball program and is calculating the statistics between 10/2009 and 3/2010.

The statistics are caluclated first for the entire period, then for each month within the period.

Clicking on one of the links next to any number shows the participants being referred to in the participant list. Here “new participants” has been click for October.

This allows the user to click on the participant name in the list (blacked out here for privacy) and see that participant’s record, and from that, if they want, all the events that participant attended.

These statistics can be calculated for any filtered set of participants. The user could select participants of a certain city with a certain gender and a certain ethnicity…. and the statistics would be calculated for only that group. This allows the statistics tool to be used to “explore” how different groups are being served when there are new grants to applied for.

Working on Light Traveler

Screen shot 2011-12-31 at 2.50.06 PM
The site owner started by sending me a couple of drawings that included specific information about sizes, fonts and colors.

I set up a trail site on my own server and started to work adding a child theme to the standard “TwentyTen” theme. This will allow the base “TwentyTen” theme to be updated without affecting the appearance of the site.

As I worked the site owner and I communicated daily about how things were going. We met in a coffee shop after the new theme started to take shape and talked in order to resolve questions that came up during the development.

In particular, he wanted a special kind of navigation menu and we needed to work out just what it would look like and how it would work.

Moving to the “Ultra Simple Paypal Shopping Cart”

deephum-cart

Deephum.com was selling sheet music and CD’s using buttons that took the user directly to Paypal to make their purchase.When the site was moved to WordPress I installed the “Ultra Simple PayPal Shopping Cart” widget and the “buy now” buttons where replaced by “add to cart” buttons.

Saul’s Deli Home Page

Before

the home page of the Saul's Deli website

After

Saul’s Deli had a list of changes they wanted to do on their site. We sat down and talked them over and decided to make the changes having to do with formatting and appearance first, and then work on the larger changes.SaulsDeli.comfeatured a Flash animation of the dining room, complete with sound track. They wanted to remove the animation and the sound but keep the image so I substituted a JPG image for embedded Flash movie.More important items were moved higher in the left menu. Text size was increased to give them more impact.The link to the photo gallery was not central to the home page’s message, so it was removed.

The information about where Saul’s is located and what its hours are was moved to the bottom of the left menu and de-emphasized slightly by un-bolding the text.

Text size was also increased for the navigation menu across to the top to bring it more in proportion with the logo.

I also turned the first “s” in the logo into an icon and installed the image as a short-cut icon for the site.

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Technically this home page was set up separately from the WordPress files that power the rest of the site, probably so that the Flash movie could be embedded in it. However, now there is nothing on the home page that could not be done in WordPress so a future step will probably be to move this content into WordPress so that separate files do not need to be updated whenever changes are made.

Moving Meal Deliveries To Sams

Moving From A Custom Care Management Application To Sams

In order to stop doing duplicate data entry, BACS decided to move their meal delivery information from a custom application(Care Management) into SAMS. They were already using SAMS for entering some client information so many of their clients already had SAMS records.

The first step was to print out all the client delivery routes from Care Management and recreate them in SAMS. Unfortunately, SAMS does not have any sort of import facility for this sort of data.

As clients in SAMS were added to routes it was also necessary to create Care Management and Service Plan records for them in SAMS. I wrote queries and reports in the old Care Management system to produce a client directory that included all the information from the old system that needed to be moved to SAMS. As care management and service plan information was being created in SAMS it became clear that many of the clients had other outdated information in their records…. so checking each piece of information that should correspond to the information in the old Care Management system became part of the task for each client record.

BACS offers on option for clients who do not eat pork to  get “no pork” meals when the day’s regular meal contains pork. They also deliver frozen meals before the weekend or before a holiday to some of their clients. To adapt the SAMS service plans so they could record this information we introduced a set of sub-service categories. So a client who gets meals on M-W-F but also gets frozen meals over the weekend would have an additional service entry for 2 frozen meals on Friday.

The old caremanagement system had several check boxes for options like NO MILK and several note fields to help the drivers remember vital information about different clients deliveries. In SAMS the check box options were converted to text in the SAMS notes field and the information about locating the building/apartment the client lived in was entered in the additional information for the client address.

 

Lake Deaton RV Park

my latest project

http://www.lakedeaton.com