Here are the fields (Data Requirements) that we came up with, discussing Community Assist.
Name of clients Request amounts Types of services One time limit, life time limits Donors—name How much they are donate Address of donors (street, city, state, zip) Addresses of clients and emails Email addresses (not required) Grants applied for—by charity Grant approved or not and reason Date of request, Date of Review, Date of donations Date of dispersal Direct or payee Reviewer Employees Request status
Reporting requirements
What follow up with clients or record of meetings Report on percentages for charity vs admin Totals spent on each type of service Totals by month and year
Security requirements
Personal information—who should be able to see it, how to protect Employee access Public roles
Business Rules
Business rule—Do we allow anonymous donors? Rules about who to they will accept money from. Every grant must reviewed by at least 2 Employees Every grant must be reviewed within 7 days after being posted Constraint—will not be a human resources data
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