Reporting portal for doorway organizationsversion 1.0Team: Thomas Lindman, Valina Cutler & Linda ShumRequest for Proposal from DNL OmniMedia

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• As Summer Jobs+ expands our program, we are enlisting the help of doorway organizations who work directly with youth. Providing job coaching, resume help, and job-readiness assessment, doorway organizations are becoming our main point of contact with youth.

• As doorways take on a larger role, we are finding that they need an efficient way to view and track their work with youth in FairSail. To do this, we would like to build a doorway portal which allows each organization to enter and view information on youth they serve. This portal would have two main functions:

1. Provide a place where doorways can view candidate profiles and application information on the youth they serve.

2. Provide screening forms that allow doorways to assess youth in FairSail for job readiness, update candidate profiles, and applications in FairSail.

• We would like each doorway to be able to log into their own area on the website, view information on youth they serve and update specific fields on Candidate profiles and Applications. Information we would like doorways to access through report are in the Reports section, information we would like doorways to be able to update is included in Screening.

• Finally, we would also like help in migrating our website to a new server. Including the cost estimate for this would be much appreciated. We can move the database and files but there may be some troubleshooting involved to make sure server permissions are set correctly. We will be changing the branding and the url so we may need hlep with tweaking the code to make sure everything works as expected.

Goal of project

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Below and on the next few pages are the fields for the three reports we would doorways to have access to. Ideally, each report could be viewed through our website and also downloaded as an Excel file or CSV and PDF. The generated report should have column toggles for arranging the candidates in a sortable list with a search field available for keyword matches.

Candidate Roster Report View a list of all candidates associated with doorway. We would like to drill through on Candidate names to detailed information on Candidate profiles in FairSail. All fields below come from the candidate profile.

Field on Report Field in FairSail Table in FairSailFirst Name Legal First Name CandidateLast Name Legal Last Name CandidateAge Age CandidateEmail Email CandidatePhone Phone CandidateEligibility Eligibility CandidateMod. Date Last Modified Date Candidate

Reports for Doorways

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View Candidate profile information for each candidate associated with doorway with info on Applications submitted. We would like to drill through Applications Submitted to detail on particular applications.

Field in Report Field in FairSail TableLegal first Name Legal first Name CandidateLegal Last Name Legal Last Name CandidateReference Number Reference Number CandidateDate of Birth Date of Birth CandidateStreet Address Street Address CandidateCity City CandidateState State CandidateZip code Zip code CandidatePhone Phone CandidateContact Preference Contact Preference CandidateEmail Email CandidateHighest Education Level Highest Education Level CandidateCurrently in school? Are you currently in school? CandidateSchool Attending School attending CandidateGender Gender CandidateEthnicity Ethnicity CandidateWith whom do I live? With whom do I live? CandidateFamily size Family size CandidateFamily Income Family Income CandidateDoorway Doorway Candidate

(continued on the next page)

Candidate Profile Report

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Field in Report Field in FairSail TableEligibility Level Eligibility CandidateCoaching Detail Coaching Detail CandidateCurrently working? Are you currently working? CandidateWorking with a program Are you working with a program? CandidateOther Program Other Program CandidatePreferred Job focus Preferred Job focus CandidateChallenges I face Challenges I face CandidateOther Challenges Other Challenges CandidateAvailible days and Times *requires two new Candidate profile

fields. We will add these before mapping.

Candidate

Skills *requires new Candidate profile field. We will add before mapping.

Candidate

Resume Resume (we would like doorways to be able to download candidate resumes)

Candidate

Applications submitted Workplace, Current Stage (two fields) Applications (also on Candidate)Notes Notes & Attachments (would like

doorways to be able to view all Notes & Attachments on Candidate profile and make notes).

Candidate

Candidate Profile Report (continued from the previous page)

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View detail on Applications submitted and screenings for each Application. We would like to drill through on Job opening to that candidate’s Application Detail Report.

Field in Report Field in FairSail TableLegal First Name Legal First Name CandidateLegal Last Name Legal Last Name CandidateReference Number Reference Number CandidateDate of Birth Date of Birth CandidateState State CandidateZip code Zip code CandidatePhone Phone CandidateContact Preference Contact Preference CandidateEmail Email CandidateJob Opening Job Opening ApplicationsStatus Status ApplicationsResume submitted Resume ApplicationsWorkplace name Workplace name ApplicationsStage Stage ApplicationsAttended interview Attended interview ApplicationsStart Date Start Date ApplicationsScreening CBO Screening CBO ApplicationsName of CBO screener Name of CBO screener ApplicationsWhy are you a good fit for this job? Why are you a good fit for this job? ApplicationsNotes (TBD) Applications

Application Detail Report

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Update fields on Candidate and Application profile through form posted on SFSJ+ website.

Field in Report Field in FairSail TableScreener Name Name of CBO Screener ApplicationsDoorway Screening CBO ApplicationsEligibility Eligibility CandidateCoaching Detail Coaching Detail CandidateAvailability *New field we are adding to FairSail CandidateTimes of day available *New field we are adding to FairSail CandidateScreener Note Title Event Screening Notes Title ApplicationsScreener Note Message Event Screening Notes Applications

Screener Note Timestamp Event Screening Notes Timestamp Applications

Make new Notes & Attachments on Candidate Profile.

Field in Report Field in FairSail TableScreener Name Created by (field on notes and

attachments)Candidate

Note Title Title (field in Notes and attachments) CandidateNote Message Notes and Attachments CandidateNote Timestamp Timestamp (field in Notes and attachmt) Candidate

Screening capabilities for Doorways