Author Topic: Civicrm for Education NGO . (Read 1595 times)

smartvish · December 21, 2007, 03:30:40 pm

Reposting in this forum to get some inputs .....

We are using a Drupal installation on fedora server .

Below Is the Use Case for the model .
Actors : Student , Sponsor and Facilitator .
A relationship has to be maintained between all the three of the above . So that each of them can access each other information and records at any given time .

For eg , Student will log his montly expenditure end of each month so that the sponsor and facilitator can keep view his records any time on the website .
Sponsor will send a payment to the student's account each month depending on the student expenditure .
Facilitator arranges a phone/meeting/chat between student and sponsor each month and keep a record for the MOM.
etc .

Records for Students;
Name , Address , Sponsor ,School Records ,Expenditure Records ,Bank Account ,Emails records .

Records for Sponsor:
Name , Address ,Sponsored Students ,Bank Accounts , Emails records .

Records for Facilitator:
Name , Address , Assigned Students,Assigned Sponsors , Emails records .

Please suggest the best way to implement the above use case in Civicrm.

I was trying to create a relationship between the contacts in my current installation .But when I open the contact dashboard I am not able to see the relationship tab. I have the realtionship enabled . Is there anything else I need to do .
Current installation path (http://mdf.homeunix.com)

Your help is appreciated .
Vishal

Dave Greenberg · December 21, 2007, 06:00:46 pm

I'm not sure how you're planning on modeling the expenditures and school records (possibly "Activity" types?). Relationships are definitely the correct way to model the Student <-> Sponsor, Student <-> Facilitator etc "connections".

That said, although you could potentially use Profile Edit and View pages to expose the basic contact info for each actor (including custom field for bank account) - neither the contact dashboard nor profiles can expose relationships. And you will need custom screens for entering and viewing expenditures and school records.

One solution would be to write a Drupal module which uses CiviCRM api's to retrieve the info needed for each actor - similarly to how the Quest project implemented it's Locker module. The "Locker" exposed relationships and links to forms based on Drupal role. The code for this is available at:

http://fisheye.civicrm.org/browse/Quest

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Author Topic: Civicrm for Education NGO . (Read 1595 times)

smartvish

Civicrm for Education NGO .

Dave Greenberg

Re: Civicrm for Education NGO .