Can user security be The vendor indicates whether security groups managed using groups? can be created; for example, the home visitor staff is one group, supervisors a second group, and agency executives a third group. Each group should have different security settings (e.g., example, the executive group should only have access to general demographic information on a client, not full access to a case or the ability to add contacts or information). Does the system provide The vendor indicates whether specific security the ability to define access settings can be applied to different programs. into discrete functions? For example, the data system will be shared with a counseling center. Can the workers in the counseling center have access to only their notes on a specific case and be restricted from access to the home visitor’s notes? Reporting Interface Does the system provide The vendor indicates whether the data system standard reports? Please comes standard with a specific report set; for provide a list of standard example, a case count with a breakdown of reports available with the services being provided to each family. system. Report Administration Can authorized users The vendor indicates whether is a way for modify and customize agency staff to make updates and changes to report outputs in this existing reports. For example, the vendor system? provides a standard report of a simple case count. The agency technical staff would like to add more specific information, like a list of services to which each case has been referred. Is this possible? Can the reporting tool The vendor indicates if are any limitations to access all tables and data the reporting tool and describes, in specifics, any relationships in the data that could not be reported and why. database? Is the reporting tool a The vendor indicates whether the reporting tool proprietary product? is proprietary to his/her company. This may affect how easy it is for the agency to change reports internally.
Can user security be managed using groups? The vendor indicates whether security groups can be created; for example, the home visitor staff is one group, supervisors a second group, and agency executives a third group. Each group should have different security settings (e.g., example, the executive group should only have access to general demographic information on a client, not full access to a case or the ability to add contacts or information). Does the system provide the ability to define access into discrete functions? The vendor indicates whether specific security settings can be applied to different programs. For example, the data system will be shared with a counseling center. Can the workers in the counseling center have access to only their notes on a specific case and be restricted from access to the home visitor’s notes? Reporting Interface Does the system provide standard reports? Please provide a list of standard reports available with the system. The vendor indicates whether the data system comes standard with a specific report set; for example, a case count with a breakdown of services being provided to each family. Report Administration Can authorized users modify and customize report outputs in this system? The vendor indicates whether is a way for agency staff to make updates and changes to existing reports. For example, the vendor provides a standard report of a simple case count. The agency technical staff would like to add more specific information, like a list of services to which each case has been referred. Is this possible? Can the reporting tool access all tables and data relationships in the database? The vendor indicates if are any limitations to the reporting tool and describes, in specifics, any data that could not be reported and why. Is the reporting tool a proprietary product? The vendor indicates whether the reporting tool is proprietary to his/her company. This may affect how easy it is for the agency to change reports internally.
1.5_Request-for-Proposals-Template_Final.docx