Meta-Data Checklist

Please review the checklist below for moving through the Meta-data configuration process:  

Glossary: 

Umbrella: the host office which oversees all local programs, such as a coordinating state office.

Center: the individual local center, such as the local court, agency or community office.

System: the Caseload Manager software system.

Program: A specific service offering within a Center. 

Checklist:

1.  Receive confirmation of fields from local programs

2.  Set-up Umbrella Caseload Manager System, which serves as the starting model for local systems.  This means refining all existing fields, developing custom fields, setting-up staff access levels, and creating email templates. 

3.  Send a "System Ready" Confirmation to Mediate.com.  This will confirm that the umrella system is ready to be cloned and copied into local systems.  Included in the System Ready Confirmation should be a breakdown of agreed-upon locked fields.  

4.  Receive agreement from local programs on desired reports.  Fill out a Custom Report Request for each desired report.

5.  Fill out a Custom Programming Request for any desired custom programming. 

6.  Sign and return the Implementation Agreement (which will be sent to you via email by RIS staff).