CSI Database Tool Update
-
Upload
tasha-fowler -
Category
Documents
-
view
30 -
download
1
description
Transcript of CSI Database Tool Update
1
CSI Database Tool Update
2
Content
• CSI Online Tutorial• Reporting and Data Subcommittee Update:
• Reporting requirements• Data integrity
• Potential enhancements: • Application upload feature• Electronic signatures• Updates and enhancements
• Suggestions?
3
CSI Online Tutorial
Launched in September 2008Goal: Introductory guide for Applicants
to complete the Reservation Request form in the online CSI database
http://www.filereview.net/yates/csi/tutorial_05.html
4
5
6
7
Reporting and Data Subcommittee Update
Reporting: •Creating custom internal and external reports that meet customer needs
• New features allowing for more detailed Program analysis
Data Integrity: •Program Administrators continue to review and update missing data fields
• Verifying correct Installer and Seller• Calculating split incentives• Correcting application due dates
8
Potential Enhancements
Create feature to import applicationsGoal: Meet customer demand of integrating third party tools with
PowerClerk
Create upload feature for documentsGoal: Continue to drive toward “paperless” applications
• i.e. EPBB Calculator
Electronic SignaturesGoal: Go paperless
Incorporate New Advice FilingsGoal: Update db with new CSI requirements per approved Advice
Fillings
9
Suggestions?