Documentation & Quality Control

ICONI CRM

WHAT IS ICONI?

The ICONI CRM system is designed specifically for supported employment projects. It is an off the shelf product that can be customised to each individual organisation, including their logos and branding.
It is split in to 5 stages of an employability “pipeline”, from registration to barrier removal, then vocational acitvity etc. It is a customer record management system (CRM) that allows you to capture data and monitor the progress of clients.
It tracks clients progress and records outcomes which will be required for funders.

EXAMPLES

The main advantage is that it stores all your client data in one system, reducing the need for multiple word documents/excel sheets etc.

Tracking client progress with the step-by-step guide to becoming job-ready and a traffic light system to show what has been completed and what still needs to be addressed.

"It's a straight-forward, easy-to-use system that allows you to store client data and track their progress. The colour coding system is particularly useful as it highlights what needs to be finished and what parts need to be completed."

Emma

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection.

Meistertask

WHAT IS meistertask?

Meistertask is an online tool for Task and Project Management. You can work together with colleagues online and create and share todolists. It is usable on smartphones, tablets and in the web browser.

EXAMPLES

Example 1: We increasingly use Meistertask to maintain coordination with the trainer team and to visualise processes.

Example 2: Within our tablet courses it makes communication regarding work distributions easier, the process more transparent and also time recording is possible.

"I like Meistertask because I can see all my to-dos across all projects in one column and the tasks are sorted by the end date."

Alex

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection with data processing agreement DPA.

TUTORIALS / LEARNING MATERIAL

English

Helpdesk:
https://support.meistertask.com/hc/en-us

Webinars:
https://www.meistertask.com/pages/webinars/

Videos:
https://www.youtube.com/channel/UCxKRNRpaNof6SNszGcyCIWg

German

Hilfe:
https://support.meistertask.com/hc/de

Webinar:
https://www.meistertask.com/pages/webinars/

Videos:
https://www.youtube.com/channel/UCxKRNRpaNof6SNszGcyCIWg

Spanish

Vídeos:
https://www.youtube.com/results?search_query=meistertask+tutorial+espa%C3%B1ol

Microsoft Forms

WHAT IS Microsoft Forms?

It is a tool for creating questionnaires, surveys and polls to collect feedback from a target audience (Employees, Participants, Clients, Companies). The survey created can then be shared as a link or QR code and also completed on smartphones. The results are shown in real-time and can be exported to an excel file to analyse afterwards.

EXAMPLES

Microsoft Forms can be used to monitor a job placement.

1. Creating a questionnaire to have the feedback of the company regarding the progress of a worker with additional support needs.

2. Creating a questionnaire to know how the participant feels at the place of work.

3. You can also compile quizzes yourself as part of educational materials.

"We like it because it is an excellent tool to monitor the progress of the job placement and detect and solve any issues if they arise. For us, it is very important to evaluate the relationship between the employer and the employee on a regular basis. We also like the option to create small learning quizzes for our participants."

Ana

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection, whereas Microsoft 365 products were not GDPR compliant at the time of testing.

TUTORIALS / LEARNING MATERIAL

English

What ist Forms?:
https://support.microsoft.com/en-us/office/what-is-microsoft-forms-6b391205-523c-45d2-b53a-fc10b22017c8

Videos:
https://www.youtube.com/results?search_query=ms+forms+tutorial+english

German

Was ist Forms?:
https://support.microsoft.com/de-de/office/was-ist-microsoft-forms-6b391205-523c-45d2-b53a-fc10b22017c8

Videos:
https://www.youtube.com/results?search_query=ms+forms+tutorial+deutsch

Spanish

¿Qué es Forms?:
https://support.microsoft.com/es-es/office/-qu%C3%A9-es-microsoft-forms-6b391205-523c-45d2-b53a-fc10b22017c8

Vídeos:
https://www.youtube.com/results?search_query=microsoft+forms+tutorial+espa%C3%B1ol+

Microsoft ToDo

WHAT IS Micosoft ToDo?

To Do is a digital to-do list. With To Do, you can create task lists in a variety of different ways. You can either use predefined lists or create your own lists to keep track of things, for example if you have different areas that you want to organise. Apps for the desktop or mobile devices are available for To Do, so that you can access the list from anywhere if you have internet access. To use To Do you need a Microsoft account.

EXAMPLES

1) Collaborative working: Responsibilities can be assigned when working with others.

2) “To dos” with sub-items: To a single task, you can add sub-tasks that you have to work on.

"We use To Do because it helps to save paper. On the other hand, colleagues can work well together when several people are involved in a task, as responsibilities can be assigned and you can always see what has already been done and what is still open."

Claudia

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection.

TUTORIALS / LEARNING MATERIAL

English

Helf & learning:
https://support.microsoft.com/en-us/todo

Videos:
https://www.youtube.com/results?search_query=microsoft+to+do+tutorial+english

German

Hilfe & Lernen:
https://support.microsoft.com/de-de/todo

Videos:
https://www.youtube.com/results?search_query=microsoft+to+do+deutsch

Spanish

Ayuda y aprendizaje de To Do:
https://support.microsoft.com/es-es/todo

Vídeos:
https://www.youtube.com/results?search_query=microsoft+to+do+tutorial+espa%C3%B1ol+

Qualli.life Strength & Weakness

WHAT IS Qualli.life Strengh & Weakness?

Within the CRM programme Quallilife there is the option to do a strengths/weaknesses analysis. It serves as a means for quantifiable assessment of a participant’s basic competencies. The system is customizable to the needs of the educational institution and their projects and should therefore be configured before first use. It can be helpful in the context of career orientation and profiling and is a relatively simple multiple choice system.

EXAMPLES

The analysis of strengths and weaknesses can be a part of profiling and can be carried out for example at the beginning of a project with participants. It can be used to identify and visualise basic competences, competences (areas) and indicators. This can be done again at a later stage, for example to check learning progress in qualification measures.

"We use the strengths and weaknesses analysis in our projects. These are adapted in each case. This makes the need for support visible. The findings from the strengths and weaknesses analysis are also very helpful for us when planning and searching for suitable internships."

Laura

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

Data is secured on German servers. The operating company NISTECH promises DSGVO compliance.

TUTORIALS / LEARNING MATERIAL

Deusch

Analyse anlegen:
https://hilfe.qualli.life/Content/Dokumentation/Profiling.htm

Qualli.life

WHAT IS Qualli.life?

Quallilife is a software that belongs to the field of CRMs (Customer Relationship Management). With Quallilife, employees of social organisations can create and manage participants, document, organise and communicate. Among other things, they can use it to create job-specific support and qualification plans, performance and behavioural assessments and other reports. You can design your own templates and entire areas, which can be used for profiling, for example. Quallilife allows secure communication with commissioning institutions via the em@W interface.

EXAMPLES

Quallilife allows you to document a complete case history. You can securely store documents per client, manage addresses, document attendance, manage travel costs, create, plan and document lessons (including learning objectives).

"We have been working with Quallilfe for several years and like the stability, the design and the many possibilities. We document our accompaniments and services, create documents and reports. It is reassuring that the data is safely stored on the servers of the operating company. If there are questions or problems, the telephone support is immediately there and competent."

Claudia

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

Data is secured on German servers. The operating company NISTECH promises DSGVO compliance.

TUTORIALS / LEARNING MATERIAL

Deutsch

Suchfunktion:
https://hilfe.qualli.life/Content/OnlineCover.htm

Videos:
https://qualli.tv/

Qualli.life Social Analysis

WHAT IS Qualli.life Social Analysis?

Within the CRM programme Quallilife there is the option to carry out a social analysis. A kind of questionnaire divided into categories can be compiled. The answers can be automatically transferred into reports. Professionals can ascertain the social starting position of the clients and their previous history.

EXAMPLES

With the social analysis, offer-related questionnaires can be created, such as an anamnesis questionnaire at the start of an accompaniment. But detailed profiling analyses are also conceivable.

"In some projects we use the social analysis at the beginning to get the most important data at a glance. In this way, for example, a substitute colleague can quickly get an overview of the social situation of the participant, but also changes/developments can be made visible. "

Jan

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

Data is secured on German servers. The operating company NISTECH promises DSGVO compliance.

TUTORIALS / LEARNING MATERIAL

Deutsch

Sozialanalyse anlegen:
https://hilfe.qualli.life/Content/Dokumentation/Sozialanalyse.htm

Padlet

WHAT IS Padlet?

“Padlet” provides digital whiteboards with various templates on which texts, pictures, videos, links, voice recordings, screen recordings and drawings can be stored. Collaborative work can be done on the boards and every change or edit on a pinboard can be followed live. A Padlet Board can be made available to everyone via a web-link or QR code.

EXAMPLES

1) Develop and structure workshops and course planning together, e.g. with the timeline template. This can provide a good overview for all colleagues involved but also for the learners.

2) Create a wiki on specific topics/contents, for example: Procedure for participation in Supported Employment

"We find working together on a whiteboard extremely productive. The graphical representation and the timeline help us to keep an overview. We also like the integration of links, videos and other media. However, we are currently using an alternative because we are not satisfied with Padlet's data protection."

Lisa

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection.

TUTORIALS / LEARNING MATERIAL

English

Videos:
https://www.youtube.com/results?search_query=padlet+tutorial+english

German

Videos:
https://www.youtube.com/results?search_query=padlet+tutorial+deutsch

Spanish

Vídeos:
https://www.youtube.com/results?search_query=padlet+tutorial+espa%C3%B1ol

Todoist

WHAT IS todoist?

Todoist is a collaborative task-and project management tool to organise and visualise to-do lists. It saves time by a simple assignment of tasks, especially when it involves multiple clients, colleagues and/or teams.

EXAMPLES

As we simultaneously work across many different (sub-)teams, Todoist cuts out a lot of verbal communication about the simple assignment of tasks, status reports etc. When used by a large number of staff members, it standardises how things are organised and visually highlights what still needs to be completed.
Colleagues can also decide to include their clients into their Todoist-projects, to ensure transparency.

"In addition to other tools such as Meistertask, Microsoft To-Do etc., ToDoist has many more options to prioritise, schedule and assign tasks, sub-tasks and sub-sub-tasks… That makes it ideal for even specific collaborative management, not only "rough project management". You can also choose to switch between Kanban- and List-structure for every project."

Claudia

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app is fully compliant with the GDPR as of May 25th, 2018.

TUTORIALS / LEARNING MATERIAL

English

https://todoist.com/getting-started

German

https://todoist.com/de/getting-started

Spanish

https://todoist.com/es/getting-started

Stepnova

WHAT IS stepnova?

Ergovia Stepnova is a documentation software for vocational education, that serves the purpose of documenting of basic information and storage of files. Furthermore it supports the assessment of work performance, identification of educational needs and steps that need to be taken. It allows professionals to take a systematical approach in this field of vocational training.

"The use of a central CRM like Stepnova eliminates multiple systems and lists of (paper) documentation and it allows the user to export information into templates, to make multiple use of the information. With regard to the identification of strengths, weaknesses and support needs, Stepnova makes it easy to rely on previous information, that was collected in the qualification process."

Alex

Job-Coach