New Monitoring of investigators View larger

Monitoring of investigators

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New

The “Investigator Monitoring” module has been designed to meet the specific needs of market research firms or companies working with external investigators.

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250,00 €

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  • Editeur: NextGestion
  • Version du module: 1.0
  • Compatibilité: Dolibarr 6.0.0 - 19.0.*
   
Description & Fonctionnalités

Monitoring of investigators. 

The “Investigator Monitoring” module has been designed to meet the specific needs of market research firms or companies working with external investigators. Here are the main features:

 

1. Management of investigators and third parties:

• Addition of specific fields conditioned by the status of investigator (subcontractor):

• Language (multiple choice)

• Type of survey (multiple choice, to be defined in the dictionary)

• Type of investigator (unique, to be defined in the dictionary)

• Province (multiple choice)

• Other customizable fields

 

2. “Projects” view:

• Creation of an “Investigators” tab to assign investigators to projects.

• For each assigned investigator:

• Number of surveys assigned (summable numeric field)

• Budget allocated to the investigator (summable numerical field)

• Weekly monitoring of the progress of investigations:

• Survey status (unanswered, 20%, 40%, 60%, 80%, complete, conflict)

• Evaluation of investigators at the end of the mission:

• Quality, speed, compliance with instructions, price

• Average score calculated automatically

• Free comments on the project

 

3. “Third party” view:

• Filtering of third parties by type (investigator or client)

• Viewing investigator details:

• Classic information from the third party

• History of missions (year, third party, project name)

• Assessment results

• Summary of comments by project

 

4. Other Features:

• Management of additional fields for investigators in the dictionary.

• Management of the progress of investigations (no response, 20%, 40%, 60%, 80%, complete, conflict).

• Added a “Project Manager” column to the list of projects.

 

This module allows you to effectively manage external investigators, monitor the progress of their missions, evaluate their performance and provide a detailed view by project and by investigator. It helps to optimize the carrying out of market research.

 

Demonstration Monitoring of investigators

demo/demo

 
If you order our module you benefit from:
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.

   
Installation
    1. Télécharger le fichier archive (.zip) sur dolistore.com
    2. Dézipper l'archive dans le répertoire /htdocs/custom de dolibarr.
    3. Le module peut alors être activé (), paramétré () si besoin depuis la page de configuration des modules et enfin utilisé.
   
Démonstration Mises à jour et disponibilité Les mises à jour correctives du module seront publiées sur le dolistore.
   
Support We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior.
Email: [email protected] 
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