Posted 159 Days Ago Job ID: 1895802 22 quotes received

1:1 Communication App

Fixed Price$1k-$2.5k
Quotes (22)  ·  Premium Quotes (2)  ·  Invited (8)  ·  Hired (1)

  Send before: November 02, 2022

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Programming & Development Web Development & Design

We have O365 business system and are creating a simple tool to document our coaching sessions and conversations with coach and coachee.  We have a simple form using power automate that takes in the details of a conversation.  These forms when saved, create a record of the conversation in document, and in a table.  This data and document need to be saved into sharepoint using the access of the right parties.


The project is started but we lack the expertise to complete it and finish the project.  I have a good scope written and am ready to knock this project out as soon as I can get some help.


1-1 COMMUNICATION APP

 

Scope for completion of the “1:1 Communication” Site/App: 

 

  • Starting with the “X” SharePoint Site provided by Nosco that is: 
    1. On brand per the Nosco style guide with the 1:1 Communication branding
    2. Allows access to all Nosco M365 licensed users and certain “external” users who are in Nosco Active Directory
    3. Users can only see the documents & entries to which they are a party (coach, coachee)
    4. Site content:
      • WYSIWYG content
      • SharePoint List view that shows all user’s Coach & Coachee entries only
      • Ability to launch a new PowerApp “1:1” Form, which when saved, creates an entry.
      • The Form
      • Commitment Board
    5. Only Admins can modify the Site & View all content
  • Create two (2) roles and rights: 
    1. Coach – all will have M365 nosco.com emails and license
    2. Coachee – some will have M365 nosco.com emails and license
  • Apply Roles/Rights/Rules to Site.
  • Migrate 2 PowerApps to the new Site and make sure roles & rights are appropriately applied. CV to do in preparation.
  • Create PowerAutomate to add new Coachees to Active Directory who don’t have nosco.com email addresses and assign Coachee role.
    1. This will be personal emails.
    2. Note: All Coaches will have a nosco.com email and M365 licenses.
  • PowerApp Form tweaks
    1. TBD in testing
  • Commitment Board PowerApp component needs some final modifications and finishing.
    1. May need to add a Coach List View, if not then finalize the list view rules for the different user types/roles.
    2. General finishing touches
    3. Add print button
  • Always Editable BUT!... Versioning for all changes to an entry > need info from ThinkTank devs for final scope here
  • Add print functionality for:
    1. Blank Form printable view
    2. Finished Form entries print and print to pdf
    3. Commitment board print
    4. SharePoint list can use standard export to Excel and inherent print functionality
  • Report: Activity is happening report for PO – winners and losers
    1. Each Coach gets the Coach report 5 days before EOM by email
    2. Rollup report goes out EOM to distribution list by email
    3. Coach – total activity in month
      • Coachee 1 – activity in month
      • Coachee 2 – activity in month
    4. Rollup report:
      • Grouped by coachee same as above

 

PREPARATION TODOs:

  • Dev access (Sam)
    1. M365 & AD access (edit SP & PowerApp) (team viewer RDP dev access)
    2. With PowerApps & PowerAutomate License
  • Chris V cloning existing site & migrating PowerApps

 

Possible Future Scope:

  • PO (People Operations). Note: PO role may be covered by Site Admin role and all will have M365 nosco.com emails and license.
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Samuel H United States