This month saw steady progress being made throughout and the development of a path forward for future developments. A plan was made and approved detailing the main tasks we wished to accomplish, a general timeline, and the distribution of work. We’ve had regular meetings each Wednesday with the project partner to discuss progress made and address any issues faced or requirements from our team. More recently, internal meetings have been held on Sundays to work on the project as a group. Using this structure, we were able to resolve an issue in the intake form that resulted in errors once the form was sent to Insightly. There was some delay in addressing this bug, as we did have to get the credentials for Squarespace in order to edit the website where the form was being hosted. In the meantime, we began to familiarize ourselves with the operations already existent in Zapier and what needed to be done in order to complete the first point of automation.
The first point of automation involving setting up an appointment with the person who filed the report for an initial interview ran into some difficulty. There was a degree of confusion in terms of what field needed to be changed in Insightly and how the person would go about selecting a time for the appointment. Once this was clarified however, we were able to set up the system which would automatically email the person after FACE decided to move forward with their case, providing a Calendly link to set up an appointment.
Now that this is complete, we plan on turning our focus to using Zapier to fill out documents in DocuSign with information already gathered in Insightly. This should cover initial intake automation, which means we can then turn our focus to automatically creating a findings report with information gathered over the course of the investigation. This will likely be the most involved task, as it requires working with a variety of different file types (text documents, video, audio files). As a result, this task will likely be broken down into a number of subtasks. Should additional issues arise that require information not immediately available during the completion of these tasks, there were also minor errors encountered that could be fixed while we await response.
Overall, while there were issues with the setup of this project, progress made over the course of this month has been promising. Delays have put us slightly off track, but we should still be able to complete the planned tasks by the end of the semester.
