Achivists Enquiry Tool

Timelines and History of the School
SDS Archivist’s Enquiry Tool CRM-style DB Key features

A bespoke system designed and implemented to ease and manage the daily/weekly enquiries for the School Archivist and alumni/development team.

• Developed using rapid prototyping techniques based on current use of excel spreadsheets, emails, telephone calls, letters and word documents etc
• Developed using Microsoft tools and databases
• Enquiry history section
• Enquiry open/closed/complete function
• Create a media library of content – organised by subject/directory/topic e.g. cricket, punishment
• Task Scheduler with workflow
• Drag N Drop of correspondence (scanned and/or email attachments)
• Web based – iPad/tablet friendly
• Extensive notes and memo fields
• Recording of donations received
• Report functions
• Secure backup online and to School PC/usb memory stick
• Multiple licences and read/edit access
• SDS to provide hosting services for site – no annual charge
• A complete bespoke and turnkey solution – easy to use
• Future integration to include live enquiry service from provided SDS Digital Heritage Solution
• Gmail email send to CRM service…..
• Future link to Archive Manager Suite of Software
• Ability to log and record the time taken/spent on each enquiry
• Interactive e-Visitor Book Facility
• Powerful search features (GOOGLE style and multi-lined BOOLEAN advanced search
• Keyword, Subject and meta data allocation to each enquiry ( and library directory of content/media)
• Ability for interested parties to raise their own enquiries to be followed up (if desirable!)