client contact management system (ccms)

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Client Contact Management System (CCMS)

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Page 1: Client Contact Management System (CCMS)

Client Contact Management System (CCMS)

Page 2: Client Contact Management System (CCMS)

Contents

Brief background

What we use the system for

Challenges

Web form

Benefits

The future

Page 3: Client Contact Management System (CCMS)

Brief background

• Section was established in 2008

• Procedures and systems were put in place for record

keeping

• Specs for a new system were drawn up

• Kidz was then proposed by LTS as it was already used in

Unisa - Foundation, Alumni

Page 4: Client Contact Management System (CCMS)

What we use the system for

• Capturing requests

• Managing workflow

• Repository

• Communication

Page 5: Client Contact Management System (CCMS)
Page 6: Client Contact Management System (CCMS)

Literature search request form

Page 7: Client Contact Management System (CCMS)

The way we capture

Page 8: Client Contact Management System (CCMS)
Page 9: Client Contact Management System (CCMS)

Number assigned

Page 10: Client Contact Management System (CCMS)

Acknowledgement email

Page 11: Client Contact Management System (CCMS)

Acknowledgement sms

Page 12: Client Contact Management System (CCMS)
Page 13: Client Contact Management System (CCMS)

Challenges

• System had to be adapted to library needs

• ICT

• Communication

• Transition stage – hybrid system

• Testing

Page 14: Client Contact Management System (CCMS)

Web form

Page 15: Client Contact Management System (CCMS)
Page 16: Client Contact Management System (CCMS)
Page 17: Client Contact Management System (CCMS)

Benefits

• Better managed workflow

• No verification

• No capturing of requests

• No manual filing of student records

• No manual filing of literature search requests

• Easier, quicker for students to request literature searches

Page 18: Client Contact Management System (CCMS)

The future

• Sending of literature search results from within CCMS

• Statistics generated by system

• Indexing of completed searches

• Mobile version of literature search request form

Page 19: Client Contact Management System (CCMS)

Compiled by Nozzi Mayekiso