METHOD AND SYSTEM FOR PROGRAM MANAGEMENT
A method and a program management system are described. The program management system enables a user to enter data related to the services and programs offered to a client based on a standardized program management data model.
1 . A computer implemented method in a program management system, the method comprising:
receiving, from a computing device of a customer system, a service delivery name, a contact identifier, a service identifier, a date, and a quantity of service, wherein the service delivery name is a name of a service delivery instance that represents a service that is delivered to a client, the service identifier identifies a service of which progress is to be followed, the contact identifier identifies a person that is in relation to the service, the date includes a date at which the service is delivered, and the quantity of service is a value that indicates the quantity of service that is delivered at the date;
storing the service delivery name, the contact identifier, the service identifier, the date, and the quantity of service as field values of one or more records of one or more database objects in a program management datastore to form the service delivery instance; and
generating, based at least in part on the service delivery instance, a report related to delivery of services for a non-profit organization.
2 . The method of claim 1 , wherein the service delivery instance is a record in a service delivery database object of the program management datastore.
3 . The method of claim 2 , wherein the contact identifier identifies a first record of a contact database object in the program management datastore and the service identifier identifies a second record of a service database object in the program management datastore, and wherein the service delivery database object has a lookup relationship to the contact database object and to the service database object.
4 . The method of claim 1 , wherein the field values of the records are first field values of the first records, and the method further comprises:
receiving, from the computing device of the customer system, a program identifier that identifies a program of which progress is to be monitored, the contact identifier, and a first date that represents a date at which participant in the program starts; and
storing the program identifier, the contact identifier, and the first date as second field values of one or more second records of second database objects in the program management datastore to form a program engagement instance.
5 . The method of claim 4 further comprising:
receiving a stage value associated with the program engagement instance, wherein the stage value indicates progress in the program.
6 . The method of claim 4 further comprising:
receiving a second date associated with the program engagement instance, wherein the second date indicates a date at which an application for participation in the program is received.
7 . The method of claim 4 further comprising:
receiving a third date associated with the program engagement instance, wherein the third date indicates a date at which the client ends the program.
8 . The method of claim 7 further comprising:
generating, based at least in part on the program engagement instance, a second report related to engagement of one or more persons in the program.
9 . The method of claim 4 , wherein the program engagement instance is a record in a program engagement database object.
10 . A non-transitory machine-readable storage medium that provides instructions that, if executed by a processor in a program management system, will cause said processor to perform operations comprising:
receiving, from a computing device of a customer system, a service delivery name, a contact identifier, a service identifier, a date, and a quantity of service, wherein the service delivery name is a name of a service delivery instance that represents a service that is delivered to a client, the service identifier identifies a service of which progress is to be followed, the contact identifier identifies a person that is in relation to the service, the date includes a date at which the service is delivered, and the quantity of service is a value that indicates the quantity of service that is delivered at the date;
storing the service delivery name, the contact identifier, the service identifier, the date, and the quantity of service as field values of one or more records of one or more database objects in a program management datastore to form the service delivery instance; and
generating, based at least in part on the service delivery instance, a report related to delivery of services for a non-profit organization.
11 . The non-transitory machine-readable storage medium of claim 10 , wherein the service delivery instance is a record in a service delivery database object of the program management datastore.
12 . The non-transitory machine-readable storage medium of claim 11 , wherein the contact identifier identifies a first record of a contact database object in the program management datastore and the service identifier identifies a second record of a service database object in the program management datastore, and wherein the service delivery database object has a lookup relationship to the contact database object and to the service database object.
13 . The non-transitory machine-readable storage medium of claim 10 , wherein the field values of the records are first field values of the first records, and the method further comprises:
receiving, from the computing device of the customer system, a program identifier that identifies a program of which progress is to be monitored, the contact identifier, and a first date that represents a date at which participant in the program starts; and
storing the program identifier, the contact identifier, and the first date as second field values of one or more second records of second database objects in the program management datastore to form a program engagement instance.
14 . The non-transitory machine-readable storage medium of claim 13 , wherein the operations further comprise:
receiving a stage value associated with the program engagement instance, wherein the stage value indicates progress in the program.
15 . The non-transitory machine-readable storage medium of claim 13 , wherein the operations further comprise:
receiving a second date associated with the program engagement instance, wherein the second date indicates a date at which an application for participation in the program is received.
16 . The non-transitory machine-readable storage medium of claim 13 , wherein the operations further comprise:
receiving a third date associated with the program engagement instance, wherein the third date indicates a date at which the client ends the program.
17 . The non-transitory machine-readable storage medium of claim 16 , wherein the operations further comprise:
generating, based at least in part on the program engagement instance, a second report related to engagement of one or more persons in the program.
18 . The non-transitory machine-readable storage medium of claim 13 , wherein the program engagement instance is a record in a program engagement database object.