Orchard’s rapid application development team has been extending its Campaign Management module to support a community engagement project being run by Livin. The housing provider wants to support its tenants by carrying out tenancy visits and interviewing tenants to find out if they have particular needs around the health, social and financial aspects of their lives. The visits are carried out quarterly during the first year of each tenancy and annually thereafter.
During the visits, household and personal data is collected and updated, with the visiting officer also completing questionnaires covering a range of issues, such as if they discover that the tenant is significantly in debt.
Livin had originally planned to manage the whole process using Outlook calendars, spreadsheets and paper forms but it had no plan for how or where the data would be captured and how it could be used to update its existing Orchard housing management system.
Orchard enhanced its Campaign Management module to allow Livin to define not only questionnaires and surveys but also personal profile data. The updated module prompts Livin staff to make tenancy visits based on rules such as the age of the tenancy and its location, and is based on a booking process integrated with Microsoft Outlook so that appointment clashes are avoided and staff only need to use a single diary. The module will also be available as an iPad, Android or Windows Surface app later this year.