Services

The Bull Trout Conservation Group is dedicated to preserving and restoring populations of the Bull Trout, a species of concern in various ecosystems. To streamline their efforts, the group needed a custom case management system that could track conservation efforts, manage volunteer data, and provide easy access to case records. The solution was a Dataverse-based app developed using PowerApps, Dataverse, and Power Automate, designed to help the group manage cases more efficiently, automate processes, and enhance collaboration among team members. Key features of the app include advanced search functionality for finding cases, custom PDF record previews for easy document generation, and multi-step case tracking to monitor conservation efforts. Additionally, the system utilizes Power Automate to automate case archiving, ensuring that data is organized and stored efficiently.

PowerApps

Project Goals

Advanced Search

Implement a powerful search system to quickly find conservation cases based on various criteria (e.g., region, status, species)

Custom PDF Record Previews

Provide an easy way to generate PDF previews of case records for offline access and reporting

Multi-Step Case Tracking

Track cases across various stages of conservation efforts, from initial research to post-intervention monitoring

Automated Case Archiving

Use Power Automate to automatically archive cases once they are completed or no longer active, ensuring that data storage remains organized and manageable

Challenges

Managing Large Volumes of Data

The Bull Trout Conservation Group needed a way to efficiently manage and track large volumes of case data, each with multiple stages and varied details

Data Access and Security

Sensitive conservation data needed to be securely stored and accessed, ensuring that only authorized personnel could modify case details or access certain records

Efficient Reporting

The system needed to facilitate the generation of custom reports in PDF format, providing users with a streamlined process for creating document previews and finalized case records

Automation of Archiving

The platform had to include automated case archiving to keep data organized and prevent unnecessary storage of inactive cases

Solutions

PowerApps

The frontend was developed using PowerApps, allowing team members to interact with the platform through an intuitive, user-friendly interface. The app provided functionalities like multi-step case tracking, where each case could be monitored through various phases of conservation efforts

Dataverse

Dataverse was used as the backend to securely store case data, volunteer records, and related documents. Its relational database capabilities allowed for complex data relationships to be tracked and easily accessed

Advanced Search

A custom search functionality was implemented in PowerApps to allow users to filter and search for cases based on specific criteria, such as case type, location, species, and status

Custom PDF Record Previews

The system enabled users to generate PDF previews of case records, which could then be reviewed or shared offline. This was particularly helpful for field workers who needed access to case details during site visits

Conclusion

The Bull Trout Conservation Group's Case Management System successfully streamlined the management of conservation cases, from initial research through to post-intervention monitoring. By leveraging PowerApps, Dataverse, and Power Automate, the system provided the team with an intuitive interface, automated workflows, and powerful data management capabilities. This not only improved the group’s efficiency but also helped them better manage their data and resources, ensuring more effective conservation efforts

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